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Helping Clients Navigate Tax-Time Giving & Local Impact
Hello from CFWG! We hope all is well as 2025 gets fully underway. Our team is really happy that so many attorneys, CPAs, and financial...
CFWG
Feb 155 min read
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New tax policies, budgeting and happy clients
Hello from CFWG ! We hope your 2025 is off to a good start! What a wonderful year-end to 2024, full of many opportunities to work with...
CFWG
Jan 168 min read
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Your next tax planning move, FAQs for QCDs, and a cheat sheet
Hello from the Community Foundation of West Georgia, and happy holidays! We appreciate the opportunity to work with so many of you as...
CFWG
Dec 18, 20248 min read
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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...
CFWG
Oct 2, 20248 min read
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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...
CFWG
Sep 3, 20247 min read
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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...
CFWG
Aug 1, 20247 min read
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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...
CFWG
Jul 2, 20246 min read
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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...
CFWG
Jun 11, 20247 min read
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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...
CFWG
May 15, 20247 min read
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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...
CFWG
Mar 5, 20246 min read
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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...
CFWG
Feb 1, 20244 min read
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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,...
CFWG
Jan 1, 20246 min read
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