Maximizing Charitable Giving: The Benefits of Donating Appreciated Stock
Advising may sound like a very rational job, but anyone who has done it knows that it can bring up a whole range of emotions in clients. Confronting… Read More
Estate Tax Sunset 2025: Maximizing Exemptions and Securing Your Legacy
As discussions about the upcoming estate tax exemption sunset intensify, you may have heard from clients that they’re worried or confused about changes to the law that are slated for… Read More
Latest Changes in Donor-Advised Fund Regulations: What You Need to Know
Last November, the Treasury released proposed regulations concerning donor-advised funds (DAFs). These regulations, although still in the proposal stage, have garnered significant attention, especially following the IRS hearings on May… Read More
The Benevolent Millionaire: Advising Wealthy Donors
At the end of the first quarter of 2024, an estimated 485,000 Americans could count themselves among the so-called “401(k) millionaires,” meaning the balance in their employer-sponsored retirement plans has… Read More
Guiding Corporate Generosity: The Need for Philanthropy Expertise
When it comes to community engagement, corporate philanthropy has become an essential aspect of any company’s strategy. While this can be great for a company’s image and morale, managing philanthropic… Read More
Leveraging Community Foundations for Charitable Giving: A Comprehensive Guide for Business Owners
In today’s business environment, corporate social responsibility isn’t just a buzzword—it’s a crucial component of a successful business strategy. Many companies, from small local enterprises to multinational corporations, are increasingly… Read More
Gifts of Appreciated Stock: Watching Your Money Work
Charitable giving is a commendable action, one that enriches communities and brings personal fulfillment for donors. For financial advisors, attorneys, and accountants, guiding clients on the most beneficial ways to… Read More
A Gift of Love and Vision: (Estate) Planning Your Legacy
Have you ever considered the power your legacy holds? Imagine a world where your love and vision continue to impact lives long after you’re gone. Estate planning, often shrouded in… Read More
Charitable Contributions Are a Big Part of Tax Season
When tax season rolls around, it doesn’t just mean a time to crunch numbers; it’s also the perfect opportunity to kick off meaningful conversations with your clients about enhancing their… Read More
5 Questions Donors May Be Asking about Qualified Charitable Distributions (QCDs)
Qualified Charitable Distributions (QCDs) are a beneficial tool for financial and charitable planning. Yet, as their popularity grows, so does the confusion surrounding them. To ensure you’re well-equipped to navigate… Read More
FAQs: What Clients Ask About Charitable Giving at Tax Time
As we delve into the heart of the tax season, attorneys, accountants, and financial advisors are urging clients to prepare their documents for the 2023 tax returns and strategize for… Read More
Tips for Serving Clients Who Love Local Giving
If you find that your clients are looking for local giving opportunities, our community foundation is ready to collaborate with you and your clients, offering guidance on maximizing… Read More
Unrestricted Giving, the Trust Factor, and Why It Matters to Your Clients: A Guide for Advisors
Every year, Americans contribute generously to charitable causes, supporting over a million organizations dedicated to enhancing the quality of life in our communities. This philanthropic spirit amounts to… Read More
Big Gifts, Bullish Portfolios, and Kids Who Move Away: A Guide for Professional Advisors
As a professional advisor, we know you’re constantly seeking ways to enhance your services and provide valuable insights to your high net-worth clients. In 2024, one topic that… Read More
Planned Giving: It’s Never Too Early to Plant the Seeds
In today’s philanthropic landscape, it’s not just retirees and older generations who are thinking about the future. Surprisingly, Millennials and Generation Z are already setting their sights on becoming millionaires… Read More
Charitable Tips for the Golden Years
Qualified Charitable Deductions – “QCDs” – have been gaining popularity and inspiring an increasing number of retirees to look more deeply at their plans for charitable giving. It’s not too… Read More
IRS Numbers to know for 2024
With 2024 right around the corner, you are likely seeing information about the IRS thresholds that are subject to change each year. Have you thought about how each of these… Read More
Unleashing the Potential of the Athens Area Community Foundation: Donor- Advised Funds
Donor-advised funds have gained significant attention in recent times, and some of your clients might have already established such funds with commercial gift fund providers. As you navigate your clients’… Read More
Unlocking the Power of Legacy Giving in Philanthropy
Legacy giving is an indispensable facet of estate planning and philanthropy, offering a unique opportunity to leave a lasting impact on cherished charitable causes. While it often garners attention from… Read More
Unlocking the Impact of the Consolidated Appropriations Act of 2023 (CAA)
On December 23, 2022, Congress passed the momentous Consolidated Appropriations Act of 2023 (CAA), a colossal $1.65 trillion-dollar omnibus spending bill that touched upon numerous sectors. The ink had barely… Read More