Serving Charitable Clients Across Every Stage of Wealth
Advisors are used to the world of charitable giving changing, but something interesting is happening now. It’s changing in two distinct directions at one time. High-net-worth… Read More
A Case Study in Charitable Planning During Market Volatility
Market uncertainty has a way of shifting client conversations. Even when portfolios remain solid, the tone often changes—questions become more cautious, and decisions feel more deliberate. For advisors,… Read More
Building a Donor Pipeline Starts With Your Volunteers
There is a strong passion for volunteering out there, especially in the younger generations. In fact, nearly 80% of people between 12 and 25… Read More
When Good Intentions Aren’t Enough: Lessons from Two Tax Court Cases
The Athens Area Community Foundation is about giving, but we also focus on how important attorneys, accountants, and financial advisors are to the charitable landscape. As part of that, we… Read More
How Women Are Shaping the Future of Philanthropy
Community foundations have the privilege of working with individuals, families, and businesses who are deeply committed to supporting charitable causes. Across generations and backgrounds, philanthropy continues to play an important… Read More
Endowments and Trust: More Connected Than You Think
Usually, when nonprofits talk about endowments, the focus is on their sustainability. Since endowments generate annual distributions, they provide predictable support that can help organizations deal with any unpredictable fundraising… Read More
A Fresh Look at Charitable Gifts of Real Estate
Real estate is the largest asset class in the world, yet only a small percentage of charitable giving each year involves property. Many advisors and donors know it is possible… Read More
Case Study: A Qualified Charitable Distribution in Practice
Most advisors know the basics of Qualified Charitable Distributions (or QCDs), but that isn’t the same as navigating a real client conversation. While it’s common for this topic to come… Read More
A 2026 Checklist for Charitable Tax Planning
As we move into the first quarter of 2026, you’re likely already tracking updated IRS thresholds and monitoring how recent tax law changes affect planning strategies. What’s easy to overlook,… Read More
A Reminder for Donors: Giving Goes Beyond Cash and Stock
Most nonprofits do a great job reminding donors about the benefits of giving appreciated, publicly traded securities, and those reminders matter. But most donors are used to just writing a… Read More
A Place for Every Gift, Big and Small
As you begin planning your 2026 fundraising and donor stewardship efforts, it’s worth stepping back to look at the full spectrum of your supporters. Successful fundraising strategies recognize that donors… Read More
Planned Giving: Helping Boards Move Past “We’re Not Ready”
“Our board members are skeptical that planned giving is something we can realistically take on. They worry we’re just not ready.” Sound familiar? It does to a lot of non-profit… Read More
What Corporate Philanthropy Looks Like in 2026
A new year always means new opportunities, but for nonprofits, 2026 may also introduce new challenges, one of the biggest being securing corporate donations. Recent policy changes are shifting how… Read More
The Key to Client Retention: Charitable Planning
Keeping clients for the long haul is one of the most important things for any profession, and a key predictor of success. Not to mention, it’s usually easier and less… Read More
How to Spot a “Charitable Exit” Before It’s Too Late
If you work with business owners, chances are you’ve at least heard of charitable gifts of closely held business interests. But if you haven’t personally facilitated one, you’re not alone—these… Read More
Why Qualified Charitable Distributions Still Make Sense for Clients 70½+
As market conditions shift and new legislation takes shape, advisors are reexamining every strategy that helps clients achieve their financial and charitable goals. One strategy in particular—already well-loved by many… Read More
Donor-Advised Funds May Be the Best Approach to Giving in 2025 and Beyond
If you’ve noticed more coverage of donor-advised funds in financial publications lately, you’re right on trend. These vehicles have quickly become one of the most popular tools for charitable giving—and… Read More
October Is a Month to Celebrate Giving
October is a busy month for those of us who care about giving back, and especially those of us who know what Q4 means in the giving world. But between… Read More
Three Tips for Nonprofits Navigating Tough Times
It’s no secret that nonprofits are facing mounting challenges. Inflation is raising operating costs, pandemic-era relief funds have run out, and the demand for services shows no signs of slowing… Read More
OBBBA, IRAs, and QCDs: Oh My!
If you’ve ever felt like charitable tax planning is full of alphabet soup, you’re not alone. Between IRAs, QCDs, and now the One Big Beautiful Bill Act (OBBBA), even the… Read More