Tax time can be stressful for your clients for a number of reasons, and this year is no exception. But, there’s a bright spot! Many advisors find that the topic of charitable giving can lift clients’ spirits, even during a stressful tax season. Giving can draw positive emotions to the surface. As you work with your clients over the next few weeks, be sure to talk about charitable giving. Many of your clients, for example, have already established donor advised or other types of funds at Cobb Community Foundation. Other clients could benefit from getting started with Cobb Community Foundation right away.
Please reach out to our team. We are honored to be your first call when you’re immersed in tax and financial planning matters and the topic of conversation shifts to charitable giving and helping our community. We are here for you and your charitable clients during tax season and throughout the year. Also, know that we’d be happy to come to talk with your team about charitable tax planning strategies and why we are a good choice when it comes to donor advised fund options. Just give us a call!
