Hello from the Community Foundation of West Georgia! It’s an eventful summer already, with lots going on in the markets! The summertime pace may change for attorneys, CPAs, and financial advisors while clients are on vacation and shifting their schedules—but you may be busier than ever as you address real-time opportunities and gear up for fall transactions and year-end planning. As always, the Community Foundation of West Georgia is here to help as you build charitable plans for your...

Greetings! At the Community Foundation of West Georgia, we’re honored to work alongside attorneys, CPAs, and financial advisors who help clients turn charitable intentions into meaningful impact. Whether you’re navigating clients’ complex life events, exploring advanced planning strategies, or responding to changes in the tax landscape, your role is critical in shaping outcomes that benefit both your clients and the community. This month, we’re taking a closer look at three topics that may...

Hello! Thank you for the opportunity to work together! We love hearing from so many of you throughout the year, and especially as tax time approaches. It is an honor to work with your charitable clients to maximize their community impact as well as their financial and estate planning goals. As always, the team at the Community Foundation of West Georgia watches trends closely so that we can keep you informed of legal and policy developments that could impact your work with philanthropic...