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
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
As the year winds down and your schedule fills up, you may not have much time to dive deeply into every update about charitable giving. However, staying aware of a… Read More
As humans, we crave certainty, especially when it comes to planning for the future. However, certainty is in short supply right now, especially during election season when tax policies can… Read More
As attorneys, CPAs, and financial advisors, you’re used to tackling tough subjects. The combination of money, family, and planning for the future can create emotionally charged environments in even the… Read More
When it comes to charitable donations, many donors have a preference for directing their funds toward specific programs or projects. While this approach can be rewarding, it often overlooks the… Read More
Procrastination is an all-too-common habit that many people struggle with, particularly when it comes to important financial and estate planning decisions. As William James once said, “Nothing is so fatiguing… Read More
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
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
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
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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