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Blog: Philanthropic Resources
A voice for positive community change.
March 11, 2024
Philanthropic Resources
Tax-time to-dos: Bring charitable giving to the conversation
Among the many benefits of discussing charitable giving with your clients is that they will view you not only as a transactional advisor, but also as a trusted professional who is knowledgeable about local community ...
philanthropic resource
philanthropic resources
taxes
March 11, 2024
Philanthropic Resources
Bitcoin is back: Let’s talk crypto-philanthropy
The Community Foundation for Greater Atlanta can accept and liquidate dozens of cryptocurrencies, including bitcoin, and use the proceeds to open or bolster a donor-advised fund or other charitable vehicle. The donor will avoid paying ...
philanthropic resource
philanthropic resources
March 11, 2024
Philanthropic Resources
News from Washington: An update on donor-advised funds
Our team is closely tracking the IRS’s proposed regulations concerning donor-advised funds, issued in November 2023. Certainly these regulations are just “proposed;” it is unclear whether and to what extent they will become final. If ...
donor-advised funds
philanthropic resource
philanthropic resources
February 12, 2024
Philanthropic Resources
Financial plans: Motivating clients through philanthropy
Charitable giving is a powerful topic that, unfortunately, is often overlooked by advisors. Among 421 wealth advisors surveyed last year, only 20% reported regularly bringing up charitable giving in their meetings with wealthy clients, and ...
philanthropic resource
philanthropic resources
February 12, 2024
Philanthropic Resources
Estate planning: One of the best ways to show you care
Money, mortality and family relationships. Each of those topics alone can be tough for anyone to address head-on, and when you combine them, it’s no wonder so many people put off setting up or updating ...
estate planning
philanthropic resource
philanthropic resources
January 17, 2024
Philanthropic Resources
How donor-advised funds are changing philanthropy
By Drew Lindsay, The Chronicle of Philanthropy JANUARY 16, 2024 Advertising for donor-advised funds often features a cute photo of a piggy bank — a visual representation of the funds as charitable savings accounts. Marketers, however, could ...
donor-advised funds
philanthropic resources
January 16, 2024
Philanthropic Resources
Timeless topics: Giving advice for the new year
We talk with attorneys, accountants, and financial advisors frequently, and a few topics come up over and over again. Here are a few topics especially relevant to advisors who regularly help their clients with charitable ...
January 16, 2024
Philanthropic Resources
Choices and changes: Using flexible estate planning tools
Decisions, decisions. We all face them. In fact, we often change our minds after a decision is made. In estate planning, those changes can be expensive if new documents need to be drafted or existing ...
estate planning
philanthropic resources
January 16, 2024
Philanthropic Resources
Clean slate: Tips for giving in 2024
A new year is such a great time to plan and reboot. Cliche as it may be to talk about resolutions this time of year, it’s tough to deny that January represents a clean slate ...
giving
philanthropic resources
December 12, 2023
Philanthropic Resources
Charitable Funds: Selecting the right tool for the job
As your go-to partner for philanthropic planning, the Community Foundation is here to help you match your client’s goals with the right charitable fund to fulfill their ambitions. At first, the options can feel overwhelming, ...
funds
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