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last call for tax planning, locking in clients across generations, planning for incapacity
Happy holidays from the Community Foundation of West Georgia! As we reflect on the year that is coming to a close, we are struck by just how many wonderful attorneys, CPAs, and financial advisors we’ve worked with in 2025. Thank you! Our team appreciates every call, every email, and every meeting where we can help you serve your philanthropic clients. As always, we are happy to share what’s trending in the world of charitable giving . We keep a close eye on developments impa
CFWG
4 days ago7 min read


Urgent needs, tax law changes, and opportunities for charitable giving
Greetings from the Community Foundation of West Georgia! Your clients are likely aware that many families are struggling right now, and some clients may ask for your advice about how they can help. Whether increased community needs are triggered by a government shutdown that disrupts paychecks, services, and community programs, a natural disaster, or economic factors, CFWG is committed to working alongside you and your clients to structure charitable giving plans that make a
CFWG
Nov 159 min read


Fall insights: reasons to call, ways to start and giving that lasts
Hello from the Community Foundation of West Georgia, and Happy October! It is hard to believe that the fourth quarter is upon us. We look forward to working with you and your clients as you set in motion charitable giving plans with an eye toward that end-of-year deadline. Here’s what’s trending in our world: –There’s already a lot going on in October, and you can add DAF Day to the mix, as well as National Estate Planning Week. Both of these annual events are promoted natio
CFWG
Oct 159 min read


Planning for Your Clients’ Legacy—August and Beyond
Hello from the CFWG! The team at the Community Foundation of West Georgia appreciates the opportunity to work with so many attorneys,...
CFWG
Aug 149 min read


One Big Beautiful Bill Act: Three Insights for Philanthropy
An update from Your Community Foundation Team for July 2025 The One Big Beautiful Bill Act was signed into law by President Trump on...
CFWG
Jul 84 min read


Think Local: Why Transferring Donor-Advised Funds to CFWG Makes Sense
Thank you to so many of you who have reached out recently with questions about charitable planning strategies for your clients. The...
CFWG
Jun 167 min read


From Private Foundation to Donor-Advised Fund: A Streamlined Giving Strategy
Hello from the Community Foundation of West Georgia! We appreciate the opportunity to work with you and so many other attorneys, CPAs,...
CFWG
May 146 min read


Philanthropy in Focus: Helping Your Clients Navigate Tax Time and Beyond
We’re here for you. The Community Foundation of West Georgia helps you serve your charitable clients. Hello from CFWG! Here we are,...
CFWG
Mar 146 min read


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


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


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


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


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 2, 20247 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...
CFWG
Aug 1, 20247 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...
CFWG
Jul 2, 20246 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...
CFWG
Jun 11, 20247 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...
CFWG
May 15, 20247 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...
CFWG
Mar 5, 20246 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...
CFWG
Feb 1, 20244 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,...
CFWG
Jan 1, 20246 min read
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