On September 25, Cobb Community Foundation welcomed more than 50 of Cobb’s leading attorneys, accountants, and financial advisors for an inspiring evening of insights, networking, and charitable giving—set against a stunning rooftop sunset at the Comcast building. This exclusive gathering offered a unique opportunity to connect, collaborate, and explore how professional advisors can help clients make charitable giving both meaningful and tax-smart.
From the moment guests arrived, the event buzzed with thoughtful conversation and new connections. But it wasn’t just the view that had everyone talking — it was the compelling content:
Event Highlights:
- Tax Credits That Make a Difference: How the Georgia Peach Education Tax Credit and Tax Credits for Employers Providing Child Care are powerful tools to support local initiatives and working parents while delivering dollar-for-dollar state tax benefits.
- The Power of Donor-Advised Funds (DAFs): How switching from a private foundation to a DAF can simplify giving, increase flexibility, and reduce administrative burdens.
- Giving Beyond the Checkbook: How donating business interests and appreciated stock can amplify tax savings and charitable impact.
- Rapid-Fire Insights: Fast-paced, high-value presentations sparked lively conversation and new ideas. A big thank you to Susan Tillery of Parklete Financial, Rick Bennett, Jeff Call, Nina Desai, Peter Stathopoulos, and Tigger Marshall of Bennett Thrasher, and Terri Munro of Waverly Advisors.
- Event Materials: Review these one-pagers for a quick overview of the presentations.
- Community Spirit: A vibrant atmosphere of collaboration, a shared commitment to doing good—and even a Yeti cooler raffle to top it all off!
Why We Do This
At Cobb Community Foundation (CCF), we know the power of informed generosity. That’s why we partner with professional advisors—because their guidance helps individuals and families make giving decisions that reflect their values, maximize tax benefits, and create lasting community impact.
Whether it’s a conversation about legacy planning, a business owner exploring charitable options, or a client looking to support their community in a smarter way—CCF is here to help with resources, case studies, and tools.
Ready to connect or learn more? Join our Professional Advisors Network here or reach out directly at CCFTeam@cobbfoundation.org
Thank You to Our Sponsors
A heartfelt thank-you to our Corporate Community Champions and event sponsors (Waverly Advisors, Paraklete Financial, and The Stephen W. Imler Fund) whose generosity made this evening possible. Your support helps us amplify our collective impact across Cobb County—and reminds us of what’s possible when we come together to activate good.
