At Cobb Community Foundation, our team keeps an eye out for helpful sources and reading material to help you more easily stay up-to-date on trends and techniques for advising your charitable clients.
Four recent articles highlight a common point: the …
For many attorneys, CPAs, and financial advisors, the last weeks of summer mark the beginning of year-end planning season. As clients return from vacations and turn their attention to tax and financial planning, it’s an ideal time to revisit charitable …
As an attorney, CPA, or financial advisor, you’re well aware that your clients are typically better off from a tax perspective if they donate to charity by giving appreciated stock held for more than one year instead of writing a …
The following article originally appeared in the July/August 2026 issue of Cobb In Focus and is republished here with permission.
📖 Read the original feature in Cobb In Focus by Cory Sekine-Pettite here (pg 20).
FEATURE STORY: What’s behind Cobb …
When we better understand our community, we can better serve our community.
That belief is at the heart of Vital Signs, Cobb Community Foundation’s ongoing community data initiative designed to help Cobb County better understand local needs and identify opportunities …
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 …
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 …
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 …
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 …
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 …