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Professional Advisors

Professional advisors in the greater Atlanta region are one of the most important groups of stakeholders helping The Community Foundation strengthen the Atlanta region through philanthropy. You and your colleagues refer more than 90 percent of our new donors to The Community Foundation, and we work closely with you to help you serve as your clients’ trusted advisor on charitable planning issues.

There is a need for those who have wealth to be involved and engaged in their communities and to invest their resources in ways that make a difference. That difference can be made when you as professional advisors see philanthropy as a primary element of the guidance you provide your clients.

In this section of our website, you will find information designed to help you understand how The Community Foundation assists donors in connecting their passion with purpose. You will also find information on the resources and programs we provide for professional advisors to help you work effectively to deepen and expand your client relationships through philanthropy.

Frequently Requested Documents

Asking the Philanthropic Question

"What do you want to accomplish with your wealth?" Whether Brian Friedman is posing that question to his clients or to his family, he knows that The Community Foundation can help turn the answer into reality.

“My wife and I have a donor-advised fund through The Community Foundation, plus I’ve worked with them for years as a professional advisor. I’d been on the Planned Giving Advisory Board and was invited to participate in PAL (Professional Advisor Leadership Institute).

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