We know that for professional advisors every client is unique — with distinct goals, financial situations, and life circumstances, which is why you tailor your guidance to each individual. To help you serve your clients even more effectively, we’ve put …
Start with numbers: A case study for charitable clients
As an estate planning, tax, or wealth advisor, you play a critical role in helping your clients maximize the impact of charitable giving while also optimizing tax benefits. Unfortunately, a 2023 survey found that only 19.2% of advisors regularly discuss …
Gifts of artwork: Worth a look, but be careful
If you’ve noticed a surprising uptick in recent years among your younger clients investing in artwork, it is not your imagination! A survey of 1,007 U.S. high net worth individuals (each with at least $3 million in investable assets) found …
Quiet types: Spotting clients who prefer to give anonymously
At Cobb Community Foundation, we’re dedicated to helping your clients achieve their charitable goals. We’re honored to serve as your trusted resource for tax-efficient giving strategies, help your clients maximize their charitable impact, and support your clients as they build …
Easier than you might think: Moving a donor-advised fund to Cobb Community Foundation
As you advise clients on charitable giving, you’re likely aware of the growing popularity of the donor-advised fund as a flexible, tax-efficient tool for charitable giving. Many families appreciate how donor-advised funds can streamline giving, foster family engagement, and serve …
Donating business interests: Why a fund at Cobb Community Foundation is the ideal recipient
If your client base includes business owners, you probably weren’t surprised by this observation in a recent Wall Street Journal article about the “stealthy wealthy”: “Behind a paycheck, the largest source of income for the 1% highest earners in the …
More questions than answers: Pending tax legislation
There’s little doubt that you’ve seen extensive news coverage of the so-called “Big Beautiful Bill” (H.R. 1) that passed the House of Representatives by a 215-214 vote on May 22, 2025, and now moves to the Senate, where significant changes …
Philanthropy: It’s a marathon, not a sprint
As 2025 continues to deliver twists and turns, it’s important to keep talking about philanthropy. Charitable giving is a vital strategy for your clients, even in times of economic uncertainty. Here are three trends to watch as you guide your …
A happier alternative? Moving from a private foundation to a donor advised fund
The number of private foundations in the United States is nearing 150,000 with combined assets topping $1 trillion, so it’s no wonder that a lot of people immediately think about establishing a private foundation when they begin to explore structuring …
Charitable remainder trusts: What, where, who, why, when, and how?
If you’ve represented charitable families over the years, you’ve certainly heard the term “charitable remainder trust,” sometimes called a “CRT.” You might have even helped clients set them up.
For most attorneys, CPAs, and financial advisors, CRTs don’t come along …
