Tax laws and the great unknown, event tickets, and tips for client conversations
Greetings from the Community Foundation of West Georgia! As the end of the year draws closer, we’re looking forward to working with so...
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CFWG
Sep 27 min read
Breaking through client procrastination, what's new with closely-held stock gifts, and tips to stay current
Greetings from the Community Foundation of West Georgia! The days are getting shorter! We’re already hearing from attorneys, CPAs, and...
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CFWG
Aug 17 min read
Advising frugal clients, passing wealth to children, and steps to give real estate
Greetings from the Community Foundation of West Georgia! It’s hard to believe August is upon us. And that means the hectic fall season...
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CFWG
Jul 26 min read
Emotional ties to stock, mixing business with charity, and locking in the exemption
Hello from CFWG! We hope the summer of 2024 is treating you well! As always, we appreciate the opportunity to work with you and your...
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CFWG
Jun 117 min read
401(k) millionaires, charitable giving for corporate executives, and IRS updates
Greetings from CFWG! As always, our team welcomes the opportunity to be your first call the minute you begin discussing philanthropy with...
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CFWG
May 157 min read
Proposed regulations, assets that make great charitable gifts, and election year updates
Greetings from CFWG! Every day, our team appreciates the opportunity to work with attorneys, accountants, financial advisors, and other...
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CFWG
Mar 56 min read
Tax return reviews, types of funds, and the latest donor-advised fund news
Hello from CFWG! Tax time is just around the corner, which means your clients may be taking a closer look at charitable giving options as...
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CFWG
Feb 14 min read
Gearing up for tax time, gifts of artwork, and a love for local
FAQs: A snapshot of clients’ tax-time charitable giving questions The year is in full swing. Attorneys, accountants, and financial...
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CFWG
Jan 16 min read
Spotting client opportunities, unrestricted giving, and tax trends to watch
Big gifts, bullish portfolios, and kids who move away If you’re not talking about charitable giving with your high net-worth clients,...
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