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
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
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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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