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
Navigating Charitable Strategies for Ultra-High-Net-Worth Families
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
What Now? Why the Election Won’t Immediately Change Tax Laws
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
A Look Back on Our Critical Role in Our Community
As our staff planned for communication on National Community Foundation Week, we could not help but think back to an editorial we shared in November of 2020. What was true… Read More
Into the Great Unknown: How Election Outcomes Could Impact Charitable Giving
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
Not Sure Where to Start? How to Begin the Conversation Around Charitable Giving
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
Unrestricted Gifts: Helping Donors Break Through the Myths
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
Closely-Held Stock & Business Owners: What You Need to Know
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
Endowments Unveiled: Five Quick FAQs
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
Latest Changes in Donor-Advised Fund Regulations: What You Need to Know
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
Guiding Corporate Generosity: The Need for Philanthropy Expertise
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
Gifts of Appreciated Stock: Watching Your Money Work
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
A Gift of Love and Vision: (Estate) Planning Your Legacy
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
FAQs: What Clients Ask About Charitable Giving at Tax Time
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
Charitable Tips for the Golden Years
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
IRS Numbers to know for 2024
With 2024 right around the corner, you are likely seeing information about the IRS thresholds that are subject to change each year. Have you thought about how each of these… Read More