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 …
Three clients. Three solutions.
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 …
Floor to ceiling: Four factors that will influence corporate giving now and later
At Cobb Community Foundation, we work with business leaders and business owners to structure charitable giving plans that achieve the company’s goals for its employees and the community. In many cases, corporate giving strategies include donating to local charities, whether …
Tongue twister: OBBBA, IRAs, QCDs, and FAQs
If your head is spinning, it’s for a good reason! Let’s face it–the rules for using IRAs to give to charity were complicated before the OBBBA got thrown into the mix. Let’s address five frequently asked questions we’ve been hearing …
One Big Beautiful Bill Act: Three big picture pointers
“So what does it mean for charitable planning, really?” That’s a question our team has been fielding from attorneys, CPAs, and financial advisors ever since the One Big Beautiful Bill Act became law on July 4, 2025. It’s an understandable …
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 …
Timing is everything: Mapping out clients’ 2025 charitable giving plans
It’s never been easy to navigate the ever-shifting tax rules to help clients structure charitable gifts, and now it’s even trickier. Major changes under the One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, are creating …
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 …
