On August 20, Cobb Community Foundation welcomed more than 60 attorneys, accountants and financial advisors to our Professional Advisor Rooftop Sunset Social at Comcast’s rooftop at The Battery. The evening offered plenty of opportunities for conversation and connection, along with a fast-paced program focused on practical charitable planning strategies.
We were honored to have our distinguished speakers, Rick Bennett, Terri Munro, Susan Tillery, Peter Stathopoulos and Tony Turner, share their expertise.
Highlights that had everyone talking:
- Why turning a required retirement distribution directly into a charitable gift (QCD) can help you give more while being tax efficient.
- How a DAF can help you build a charitable legacy while keeping your options open.
- How a tax credit can help employers support childcare for working families.
- How thoughtful estate planning can turn your charitable goals into a lasting legacy.
Want to revisit the insights? Review the one-pagers for a quick overview of each presentation, along with a CCF story that brings each speaker’s talking points to life.
A resource for the charitable side of your clients’ plans:
These conversations are exactly why Cobb Community Foundation created the Professional Advisor Network (PAN). Our goal through PAN is to be a resource for advisors—to provide opportunities to connect through periodic events, and timely information through a monthly newsletter, tools and case studies, so attorneys, accountants and financial advisors can better support the charitable goals of the clients they serve.
And the conversation doesn’t have to end with the Rooftop Sunset Social. Learn more at bit.ly/CCFPAN or email CCFTeam@cobbfoundation.org. We’d love to keep the conversation going.
Thank you to our sponsors:
A heartfelt thank-you to our Corporate Community Champions and event sponsors for making this memorable gathering possible. Together, we’re activating good and building a stronger, more vibrant Cobb County!
Access all Event photos here.
In this photo: Rick Bennett, Co-Founding Partner of Bennett Thrasher, makes opening remarks during the program.
In this photo: Speakers Rick Bennett, Tony Turner, Susan Tillery, Shari Martin, Terri Munro, Peter Stathopoulos, and Professional Advisor Network Chair, Todd McMullen.
In this photo: Shari Martin with Anesta Boice of Capital City Trust Company, who walked away with a cornhole set courtesy of Waverly Advisors — just in time to make her next backyard happy hour a little more fun!
In this photo: The Cobb Community Foundation team.
In this photo (above): Event Sponsors
In this photo (above): Corporate Community Champions who Support CCF’s Work Throughout the Year
