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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
The Athens Area Community Foundation is a public grantmaking foundation that builds community by encouraging long term giving through funds created by caring donors.
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