News
The check is not in the mail: Advising charitable clients on smarter ways to give
1+ week, 3+ day ago (363+ words) Lost checks. Stolen checks. Delayed checks. And now, effective December 24, 2025, the U.S. Postal Service has changed how it defines the official postmark date, an update that could affect when checks mailed to nonprofits "count" for IRS charitable deduction purposes. Taken together,…...
Can charitable funds be given directly to individuals?
1+ week, 3+ day ago (388+ words) A common question and an important one. At the Community Foundation for Greater Atlanta, one of the most frequent questions we hear from donors and their advisors is whether charitable funds can be distributed directly to individuals in need. Many…...
Four reasons to mention charitable giving in every client meeting
1+ week, 5+ day ago (387+ words) Charitable giving isn't just a "nice-to-have" topic. It's one of the most effective ways to deepen client relationships and connect financial planning to what matters most. At CFGA, we partner with financial advisors, estate planning attorneys, and CPAs to help…...
Retirement, the great wealth transfer, and your clients’ charitable plans
6+ mon, 3+ week ago (329+ words) The Community Foundation for Greater Atlanta looks forward to working with you and other tax and estate planning advisors as you help your clients navigate the unprecedented wealth transfer of an estimated $84 trillion from baby boomers and the silent generation…...
Summertime reflections: Should your client give real estate to charity?
6+ mon, 4+ week ago (179+ words) To achieve the best tax outcome and overall charitable result, though, it's critical to undertake a careful process along the general lines of the following (depending of course on the specific situation): "You will need to determine whether the property…...
When cash is not king: A checklist for charitable gifts
7+ mon, 2+ week ago (315+ words) Writing checks to favorite charities and giving online with a credit card are very common ways your clients no doubt support the causes they care about. Remember, though, that although convenient, cash may not be the best way to give....
Estate planning tips for women
10+ mon, 4+ week ago (302+ words) Financial security isn't just about today. It's about preparing for the unexpected and ensuring your legacy reflects your values. Whether you share financial responsibilities, anticipate future care needs or want to leave a lasting impact, ... Read More Financial security isn't…...
Women and philanthropy: A growing opportunity
11+ mon, 1+ week ago (374+ words) Historically, advisor relationships with heterosexual client couples have tended to focus on the male partner. Driving this dynamic is the legacy of legal inequality that put men in the proverbial driver's seat. Reinforcing this dynamic is that advisory industries have…...