As you read up on techniques to structure philanthropy plans for your high-net worth clients, we recommend reviewing the potential impact of the estate tax exemption sunset, as well as making sure you’re one of just half of advisors (!) …
Corporate Community Champions Forum – March 20, 2024
See video here.
Marietta City Schools and Early Learning Marietta City Schools Superintendent Grant Rivera and Emily Lembeck Center’s Language + Literacy Liaison Sally Miller were the featured speakers at this month’s Corporate Community Champion Roundtable Forum held at …
Cobb Circles Graduates Their First Cohort!
Cobb Community Foundation is extremely proud of the work that Circles Cobb is doing in our community and the particular needs Barbara Garner and her team are filling by strengthening families through training and trusted relationships. Their first 12-week training …
Full circle: Grow your philanthropy through recurring gifts
Developing a practice of regular contributions to your donor-advised fund at Cobb Community Foundation (CCF) not only allows you to systematically build a philanthropic nest egg for your annual giving to favorite charities, but also paves the way for your …
Donor-advised funds: Recommended reading
On an ongoing basis, the team at Cobb Community Foundation (CCF) tracks legislation, legal developments, trends, news, and innovative strategies for all types of charitable giving so that we can keep fund holders and their advisors up to date.
Recently, …
Fund types tailored to your client’s charitable goals
Just as each of your clients has a unique estate plan and financial plan to meet the client’s particular situation and goals, each of your philanthropic clients needs a unique charitable giving plan. For example, for some clients, giving shares …
Tax return reviews help clients level up charitable giving plans
Tax time has its silver linings! Going over a tax return with a client helps start a productive conversation about ways to plan gifts to charity more effectively. As you scan 2023’s charitable contributions, talk with the client about whether …
CCF’s First Nonprofit Roundtable
Location:Â WellStar Room at the Cobb Chamber
Featured Speakers: Dahlia Brown, Woodruff Foundation Jenn Garner, Papa Johns Jenny Jang, TKE
Registration Fee:Â $20…
Estate planning: One of the best ways to show you care
Money, mortality, and family relationships. Each of those topics alone can be tough for anyone to address head on, and when you combine them, it’s no wonder so many people put off setting up or updating their estate plans. Establishing …
Four New Board Members Join Cobb Community Foundation
Cobb Community Foundation (CCF) announces four new members to serve on the Board of Directors, bringing the total number of board members to 30.
“We are excited to welcome these four individuals who are all well-respected in their industries and …
