“I use the Community Foundation as a resource to ensure my client’s giving is being used in a way that they intended.” – Terri Munro
Sound and trusted advice for the journey
Terri Munro, wealth advisor with BT Wealth Management in Atlanta, works with high net worth clients that want to leave a legacy, but don’t know how to ensure that their wealth and philanthropy will meet their goals.
Terri connects her clients with the Community Foundation. She also participates in our Philanthropic Advisor Leadership Institute (PALI), a joint effort with the Jewish Federation of Greater Atlanta and the United Way of Greater Atlanta that educates financial, legal and accounting professionals regarding charitable planning for clients. She appreciates how the Community Foundation’s research into local giving keeps its finger on the Atlanta region’s philanthropic pulse.
“My clients trust me,” she says. “I need to know and have first-hand knowledge of the firms I choose to recommend, like the Community Foundation.” Terri’s passion for philanthropy began at an early age when she volunteered as a counselor at a camp for underprivileged kids. Terri’s own participation, empathy and expertise help gain her clients’ trust. As a mom of three, Terri also helps independent women become financial leaders in their lives.
Read the full 2016 Annual Report here.