Professional Advisors

Your commitment to good transforms lives.

Helping you help others

As a professional advisor, you help the Community Foundation cultivate a stronger Atlanta region through philanthropy. A majority of new donors to the Foundation come to us upon receiving a referral from members of our professional advisor community. In other words, the Foundation couldn’t make a positive impact on Atlanta — or the world — without you.

By presenting philanthropy as a central element of your practice, you’re helping your clients invest their resources and connect their passion with an important purpose. As a trusted partner, you are uniquely equipped to help them navigate their philanthropic journey.

That’s why we’re here to help you along the way. The Community Foundation works directly with you and your clients to create a impactful, flexible, effective philanthropic strategy. We also provide resources and programs designed just for professional advisors, so you can enhance your client relationships through the joy of philanthropy. Let’s grow together.

How we work with you and your clients

Your clients have a desire to make a positive difference in the community. Our team connects that desire with purpose. Here’s how we collaborate with you to benefit your clients and the community.

Want to learn more about the power of philanthropy in financial and estate planning? Let’s talk.

Adam Tolliver, CFP

The Philanthropic Advisor Leadership Institute (PALI) provides financial, legal and accounting professionals with educational opportunities about how to better incorporate charitable planning into their professional practices and client services.

Adam Tolliver, CFP, 2023 PALI graduate, discusses his experience in the program.

Tax benefits

Because the Community Foundation is a registered 501(c)(3), your clients receive the most valuable tax benefits available under the law for their charitable contributions, including income tax and estate tax purposes.

Types of assets

We work with professional advisors like you to help donors develop sophisticated, effective giving strategies. The Community Foundation is flexible in our ability to accept a wide variety of appropriate assets as charitable contributions. In addition to cash, gift types include:

  • Publicly traded stock
  • Mutual funds
  • Bonds and other debt obligations
  • Real estate — including complete or partial interest in residential real estate, undeveloped land and commercial real estate
  • Privately held companies — including interests in C-corporations, LLCs, limited partnerships and S-corporations
  • Restricted stock and founders’ share
  • Intangible and/or intellectual property
  • Tangible personal property
  • Life insurance
  • Retirement plan assets

Leaving a legacy

The Community Foundation supports donors in creating planned gifts, helping to leave a charitable legacy for both the family and community. These planned charitable gift vehicles can be used throughout your client’s lifetime, and beyond:

Types of funds
and fees

At the Community Foundation, we offer our donors the ability to establish a variety of different funds to achieve their charitable objectives.

The most popular choice is the donor-advised fund, which provides your client with an immediate tax deduction while allowing active involvement in the fund’s charitable grantmaking for generations to come.

For philanthropists who prefer not to remain involved in grantmaking decisions, we offer our Common Good fund. And for donors that wish to support one or more named charities, we offer designated funds and scholarship fund options. For more complex philanthropic plans, the Community Foundation provides services to supporting organizations and private foundations.

Philanthropic services

Since 1951, the Community Foundation has provided personalized concierge service to philanthropists throughout the Atlanta area. We work with advisors like you to help donors while providing your clients with expertise about the issues affecting our community, as well as the organizations best suited to address them.

For a minimum annual administrative fee of $1,000, donors receive our essential level service offerings. Essential services provide your client with a dedicated philanthropic officer, as well as expertise in the discipline of grantmaking. Your client also benefits from administrative support and events, as well as custom-created educational opportunities on regional issues and philanthropy’s response.

For a minimum annual administrative fee of $2,500, donors may receive enhanced personalized philanthropic services.

Download a Summary of our Services

Investment
options

As a Foundation donor, your client can select one of four investment options, so it’s easy to find the right match for their philanthropic goals.

The assets of the Community Foundation, along with the investment managers that serve under the Foundation’s four investment options, are closely monitored by the investment committee of the Community Foundation’s Board, which is comprised of a group of experienced investors and leaders from a variety of business backgrounds. As stewards of the Foundation’s assets, our investment committee holds the selected investment managers to the highest standards of ethical behavior and professional performance.

Download Our Investment Options Fact Sheet

Advisor Toolkit

We’ve assembled a variety of resources for partners like you in the professional advisor community. This convenient, fast-access toolkit is designed to help you find answers to guide your clients along their philanthropic journey.

The professional advisor community remains instrumental to the impact, longevity and success of the Community Foundation for Greater Atlanta. On behalf of all of us at the Foundation, thank you!

Access Your Toolkit

The philanthropic impact of your client’s assets

What do a racehorse, rural property in Alabama and a surrealist oil painting all have in common? They have all been given to the Community Foundation for charitable purposes. From shopping centers to royalties, we’ve seen it all. Assets are one of the easiest ways to give. Watch our video to find out how giving assets works for both your client and the community.

Let’s make plans

We’re here to help you develop a philanthropic strategy that’s rewarding for you, your client and your community. So, let’s talk. And together, we will build a powerful partnership that changes the Atlanta region for the good.

Speak With a Gift Planner

To talk about the asset types that are right for your clients, please contact:

Josh Dukelow

Josh Dukelow
Gift Planning Officer
404.588.3208
josh.dukelow@cfgreateratlanta.org

Kimberly Spear

Kimberly Spear
Director, Donor Engagement
770.759.0986
kspear@cfgreateratlanta.org