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, …
Cobb came together on May 1, 2025, to celebrate a year of shared generosity, collaboration and impact at the second annual Activate Good event, hosted by Cobb Community Foundation (CCF). The evening marked the release of the organization’s 2024 Impact …
Several advisors have shared with us recently that they’re fielding more questions about charitable gift annuities (CGAs). It’s quite possible that CGAs are landing on clients’ radars these days for a couple of reasons:
A $54,000 opportunity
Word is finally …
When you’re working on the charitable components of a client’s estate or financial plan, one of the first areas you’ll likely explore is the structure. Certainly you are familiar with both private foundations and donor-advised funds as useful charitable giving …
As attorneys, CPAs, and financial advisors, you know very well that trust is at the foundation of your relationships with clients. Your clients are seeking a similar level of trust with the people and organizations that are helping carry out …
A big part of Cobb Community Foundation’s mission is connecting donors who care with causes that matter. One way we do this is through our Nonprofits Making a Difference Bus Tours where we provide a firsthand look at the incredible …
By leveraging a Donor Advised Fund (DAF) at Cobb Community Foundation, the DeWitts found a way to turn their financial strategy into meaningful generosity. Keep reading to discover how their giving is making a difference—and how a DAF could be …
