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 …
Three Scenarios for IPOs and Charitable Clients
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 …
Bill and Ginger Dallas: Making Magic Turning an RMD into a QCD
The following story originally appeared in Cobb Community Foundation’s 2025 Impact Report.
Bill and Ginger Dallas have been giving through their donor advised fund at Cobb Community Foundation for more than ten years. Along the way, they’ve supported their church, …
Recent Tax Rulings Remind Us How Easily Charitable Deductions Can Be Disallowed
This month’s article hits close to home, as we had our own near miss not long ago.
A recent example at Cobb Community Foundation involved a donor who contributed a vacation home to their donor advised fund. The donor followed …
Legacy Giving, Simplified
Meet Venitia Smith of Genuine Parts Company. Below is a photo of her from a Habitat for Humanity Women’s Build project, you might recognize her—she’s often the one rallying volunteers. At Genuine Parts, Venitia has spent years connecting employees to …
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 …
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 …
Leaving a Legacy of Love and Giving
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 …
