Wildfire Relief: How Clients Can Give Effectively
When disaster strikes, many of your clients may feel an urgent need to help. In the wake of devastating wildfires, the impulse to give is strong, but ensuring those contributions… Read More
Clients Who Love Local Causes? Partner With a Community Foundation
Many of your philanthropic clients support a diverse range of charities year after year. Their motivations vary—some give because of personal experiences, board memberships, family traditions, or deeply held values. Read More
It’s Tax Season! Have You Considered These Giving Scenarios?
Tax season is one of the few times of the year when clients are particularly focused on financial planning. As an attorney, CPA, or financial advisor, you have a valuable… Read More
Want Happier Clients? Start Talking About Charitable Giving
Advisors often say their happiest clients are those who incorporate charitable giving into their financial and estate plans. Whether it’s a “chicken or the egg” situation—are happier people more likely… Read More
Planning Ahead: Why Early Charitable Giving in 2025 Matters
As the excitement of year-end giving fades and the new year begins, now is the perfect time to start talking to clients about planning their charitable contributions for 2025. While… Read More
Navigating the Changing Tax Landscape: What’s Next for Charitable Giving?
As a new year begins, so does the possibility of potential legislative changes, including some that could impact charitable giving. Staying informed is a large part of your role in… Read More
If This, Then That: Your Charitable Planning Cheat Sheet
Advisors frequently navigate complex financial scenarios with their clients, and charitable giving often presents unique opportunities for maximizing both impact and tax benefits. At the Athens Area Community Foundation, we’ve… Read More
QCDs: $105,000, $108,000, and More Things to Smile About
For attorneys, CPAs, and financial advisors, the end of the year often brings a flurry of activity as you finalize clients’ charitable giving plans. In the midst of the hustle,… Read More
Navigating Charitable Strategies for Ultra-High-Net-Worth Families
Charitable giving remains a crucial aspect of financial planning, especially for ultra-high-net-worth families. Many people with substantial wealth are passionate about philanthropy, and charitable contributions not only support causes that… Read More
What Now? Why the Election Won’t Immediately Change Tax Laws
With the 2024 election over, many people are wondering what will happen next, especially in terms of potential changes to tax laws. Of particular interest is the much-debated sunset of… Read More
Three Charitable Insights for Year-End Giving
As the year winds down and your schedule fills up, you may not have much time to dive deeply into every update about charitable giving. However, staying aware of a… Read More
A Look Back on Our Critical Role in Our Community
As our staff planned for communication on National Community Foundation Week, we could not help but think back to an editorial we shared in November of 2020. What was true… Read More
Into the Great Unknown: How Election Outcomes Could Impact Charitable Giving
As humans, we crave certainty, especially when it comes to planning for the future. However, certainty is in short supply right now, especially during election season when tax policies can… Read More
Not Sure Where to Start? How to Begin the Conversation Around Charitable Giving
As attorneys, CPAs, and financial advisors, you’re used to tackling tough subjects. The combination of money, family, and planning for the future can create emotionally charged environments in even the… Read More
Unrestricted Gifts: Helping Donors Break Through the Myths
When it comes to charitable donations, many donors have a preference for directing their funds toward specific programs or projects. While this approach can be rewarding, it often overlooks the… Read More
How Charitable Planning Can Help Ease Client Procrastination
Procrastination is an all-too-common habit that many people struggle with, particularly when it comes to important financial and estate planning decisions. As William James once said, “Nothing is so fatiguing… Read More
Closely-Held Stock & Business Owners: What You Need to Know
For private business owners, giving stock is more than just a financial strategy—it’s an opportunity to align business succession plans, estate planning, and charitable goals. With recent legal updates and… Read More
Endowments Unveiled: Five Quick FAQs
The term “endowment” can often feel intimidating, even to experienced fundraising and planned giving professionals—not to mention donors without the same background. However, understanding endowments is crucial for ensuring an… Read More
Balancing Charitable Giving and Passing Wealth to Children
Discussions about money, especially estate planning, can be emotionally charged for anyone, and they are often made more complicated by the decision of how much wealth to leave children. Striking… Read More
How to Protect Your Clients’ Real Estate Gifts
When it comes to charitable giving, one of the most impactful options that you can offer clients is gifting of real estate. This kind of gift has many tax benefits,… Read More