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...

We appreciate the opportunity to work with you! The Community Foundation of West Georgia team is always honored to hear from attorneys, CPAs, and financial advisors as you serve your philanthropic clients.As you work day-to-day with charitable individuals and families, you know that philanthropy rarely exists in a vacuum. It intersects with life events, tax rules, emotional decision-making, and the types of assets your clients actually hold. Our team is here to help you navigate those...