In this article “Why Charitable Efforts Are the Advisor’s Edge in an AI-Driven World” appearing in Financial Advisor Magazine, the author suggests that charitable planning may become an increasingly significant way for advisors to differentiate themselves as artificial intelligence automates …
Four Questions for Business Succession Planning
At Cobb Community Foundation, we work with a wide range of individuals, families, and businesses for whom charitable giving is a priority, especially related to supporting causes in our community that improve the quality of life for everyone. In many …
Three Scenarios for IPOs and Charitable Clients
If you keep an eye on initial public offerings, it’s been an exciting few weeks, especially if your clients are involved. As you work with clients who may hold stock that’s going public, or if your clients are considering investing …
One Student. Two Lasting Legacies: A scholarship award connected two remarkable community stories.
Every scholarship has a story behind it.
Sometimes that story is about academic achievement. Sometimes it’s about perseverance. And sometimes, it’s about carrying forward the memory of people who made a lasting impact on their community.
For Alex Pugh, it …
Why Cheri chose Emmanuel’s Village: One family’s story inspired a gift that will help another family build a brighter future.
Sometimes the hardest part of giving isn’t deciding whether to make a difference.
It’s deciding how.
After the unexpected loss of her husband, Ramsey, Cheri Palmer Hashem knew she wanted to honor his memory in a meaningful way. For over …
Good News Keeps Coming: Retirement Plans and Charitable Giving
Could some of your clients lower their tax bill while supporting the causes they care about?
You’ve no doubt noticed that Qualified Charitable Distributions (“QCDs”) continue to gain traction as one of the most practical and effective charitable planning tools …
Jennifer’s Story: A Legacy That Grows
At Cobb Community Foundation, we often talk about the long-term impact of generosity. But sometimes, the clearest examples are found not in numbers or financial plans, but in the life of a single person. Jennifer’s journey is one of those …
Match Pool Key to Match Magic Success
Research shows that matching campaigns can increase total donations by 19%–35%, encouraging donors to give more when their generosity is amplified. Cobb Community Foundation’s proportional match model reflects this research by distributing match dollars based on each nonprofit’s share of …
Melissa Gilbert: Planning with Purpose
The following story originally appeared in Cobb Community Foundation’s 2023 Impact Report.
Melissa W. Gilbert, a member of GDCR’s Trust, Estate & Tax Section, attended Georgia State University College of Law and Florida State University.
Early in her career, Gilbert …
Bob Neisler: A Legacy Well Lived
The following story originally appeared in Cobb Community Foundation’s 2022 Impact Report.
On September 19, we received word that one of our fundholders, Robert Neisler, had passed away. Mr. Neisler was originally a client of Morris Henderson, founding partner of …
