Advisor Toolkit

All the information you need to guide your clients.

The right tools for the job

This convenient, fast-access toolkit is designed to help you find the information you need to guide your clients along their philanthropic journey. Below are many helpful resources for you and your clients. This includes forms, fact sheets, easy-to-understand explanations, fund agreements and more.

On behalf of the Community Foundation, thank you for your continued partnership.

Legal Name:
The Community Foundation for Greater Atlanta, Inc.

EIN: 58-1344646

Please join a Community Foundation event to learn more about our work.
Events Page

Philanthropic Advisor Leadership Institute (PALI)

PALI members are selected through a competitive process requiring a minimum of five years’ experience in their chosen field. We are no longer accepting applications, but invite you to learn more about PALI.

Learn more

For more information, 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