Over the next few Professional Advisor emails, we’ll be sharing a few of the conversations and ideas we covered at our Professional Advisor Rooftop Sunset Social(opens in new tab) in August.
This month, we’re starting with Qualified Charitable Distributions (QCDs), …
For Bill and Ginger Dallas, generosity has never been about checking a box. It’s simply been part of how they’ve lived their lives. This year, …
On August 20, Cobb Community Foundation welcomed more than 60 attorneys, accountants and financial advisors to our Professional Advisor Rooftop Sunset Social at Comcast’s rooftop at The Battery. The evening offered plenty of opportunities for conversation and connection, along with …
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 …
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 …
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, …
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 …
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 …
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 …
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 …
