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Join date: Feb 23, 2024
Posts (20)
Dec 6, 2025 ∙ 7 min
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 impacting charitable...
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Nov 15, 2025 ∙ 9 min
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 real difference...
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Oct 16, 2025 ∙ 9 min
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 nationally, and your...
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