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 …
