Hello from the Community Foundation of West Georgia! As we head into the final months of 2026, our team is here for you! We know you’re gearing up to implement clients’ year-end strategies, including charitable giving. As always, it is our pleasure to keep you up to date on what’s trending. Year-end checklist: Repeat, repeat, repeat It’s October, which means year-end planning is already underway. From QCDs and bunching to appreciated assets, a new deduction for non-itemizers, and long-term...

Hello from the Community Foundation of West Georgia! Although summer isn't quite over yet, many attorneys, CPAs, and financial advisors are already thinking ahead to year-end planning. That’s smart, especially where charitable giving is concerned. Now is an ideal time to revisit key strategies with your clients, especially as the One Big Beautiful Bill Act continues to influence tax planning. The Community Foundation of West Georgia is honored to be your first call when matters of charitable...

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...