The One Big Beautiful Bill Act: What It Means for Charitable Giving
On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law following a narrow House vote on the Senate’s amended version of H.R. 1. Spanning… Read More
Maximizing Impact: Using Matching Gifts to Grow Your Endowment
In today’s uncertain economic landscape, nonprofit organizations are looking for smart, sustainable strategies to strengthen long-term financial health. One of the most effective ways to do that? Leveraging matching gifts… Read More
Donor-Advised Funds: Same Benefits, More Local Impact
As a professional advisor, you’ve likely helped many clients explore the benefits of donor-advised funds (DAFs) as a tax-efficient, flexible tool for charitable giving. With their ease of use, streamlined… Read More
Why Community Foundations Are Ideal Recipients for Business Gifts
For advisors working with high-net-worth clients, particularly those who own closely-held businesses, philanthropy is often a key component of financial and estate planning. A recent Wall Street Journal article dubbed… Read More
Philanthropy: It’s a Marathon, Not a Sprint
As 2025 continues to unfold with economic uncertainty and potential tax policy shifts, it’s more important than ever to keep philanthropy at the center of your client conversations. Charitable giving… Read More
Making the Most of Your IRA and Managing 401(k) Drops: A Tax-Savvy Way to Support the Causes You Love
If you’re a nonprofit leader, you’ve likely heard from donors who are uneasy about market fluctuations. And if you’re someone keeping a close eye on your 401(k) or IRA, you… Read More
A Happier Alternative? Moving from a Private Foundation to a Donor-Advised Fund
With nearly 150,000 private foundations in the United States and collective assets surpassing $1 trillion, it’s no surprise that many clients gravitate toward establishing a private foundation when planning their… Read More
Building for the Future: Two Ways to Grow Endowment Support
At the community foundation, we’re proud to support so many incredible nonprofit organizations that are working each day to improve lives in our region. One of the most effective ways… Read More
Private Foundation vs. Donor-Advised Fund: It’s Not Either/Or
When you’re helping a client plan their charitable legacy, one of the first strategic decisions is structural: should they establish a private foundation, open a donor-advised fund (DAF), or perhaps… Read More
Trust Is Everything: Supporting Your Clients’ Charitable Vision
Trust is the foundation of every advisor-client relationship. As an attorney, CPA, or financial advisor, your clients look to you for sound guidance—not only for managing wealth and planning for… Read More
Tax Changes in 2025: What Advisors Need to Know
Staying ahead of tax policy changes is no small task, and with 2025 approaching, major shifts could impact charitable giving strategies. Many attorneys, CPAs, and financial advisors turn to the… Read More
The Great Wealth Transfer and Your Clients
A massive shift in wealth is already underway. As Baby Boomers pass their assets to Gen X and Millennial heirs, an estimated $124 trillion will transfer in the U.S. through… Read More
The Next Generation of Donors Is Here
Philanthropy isn’t just about major gifts and estate planning—it’s about building a culture of giving that spans generations. While it’s natural to focus on donors who are well-established in their… Read More
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
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