Financial Strategy: Donor-Advised Funds
If you are committed to significant charitable gifts, a donor-advised fund is a low-hassle way for individuals and community groups and businesses to establish a planned giving program.
Market Roundup: Week of Mixed Returns Ends with New Record Highs
The week began on a mixed note with the Dow Jones Industrial Average gaining while the S&P 500 index was off a few points. Indices closed in the red zone on Tuesday, when early market momentum faded during afternoon trading. In economic news, the Census Bureau reported that the international trade deficit increased $3.8 billion to $48.7 billion in October over September.
Interview: Shari Martin, Executive Director of the Cobb Community Foundation
Principal Jennifer Thomas, CFP®, and Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, interview Shari Martin, Executive Director of The Cobb Community Foundation. They discuss how Cobb Community Foundation sponsors donor advised funds for philanthropic families and organizations. Additionally, they discuss the Cobb Community Impact Grant as well as the other types of charitable funds they sponsor.