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 …
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 …
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 …
Research shows that students with even small savings accounts are 4X more likely to graduate from high school.
That’s why Marietta City Schools is establishing the Be Somebody Savings Program with the Cobb Community Foundation. It is our hope that …
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 …
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 …
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 …
When beloved Harrison High School math teacher Kim Escoe Watson passed away in 2024, her colleagues found a powerful way to honor her legacy: a scholarship in her name. Today, the Heart of a Hoya Scholarship, created through Cobb Community …
When Terri Cole passed away earlier this year, her family honored her life of generosity with a request for donations in her memory. But Terri had planned ahead to ensure her giving would extend far beyond her lifetime. The Cole …
When a local business owner reinvested the proceeds from a major sale into an emerging AI venture, it seemed like charitable giving might have to wait. But with the help of Terri Munro from Waverly Advisors and Cobb Community Foundation, …
