Advisor Toolkit


All the information you need to guide your clients, in one convenient place.

The Right Tools for the Job


We’ve created this convenient, fast-access toolkit, designed to help professional advisors like you find the information to guide your clients along their philanthropic journey. Here you’ll find helpful resources, information sheets and forms for you and your clients—including fact sheets, easy-to-understand explanations, fund agreements and more.

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

Legal Name: The Community Foundation for Greater Atlanta, Inc.
EIC: 58-1344646

For more information, please contact:

Christy Eckoff
Managing Director, Philanthropic Counsel
404.588.3183
ceckoff@cfgreateratlanta.org

Downloads


General


Community Foundation for Greater Atlanta: What you don't know about us will surprise you
The Community Foundation and Professional Advisors
Fact Sheet About the Community Foundation
Checklist for Giving: Nonprofit Best Practices
Value for Price Comparison
Illiquid Assets
Private equity interests for lasting community impact

Types of Funds


Fund Options
Agency Funds
Designated Funds
Field of Interest Funds
Scholarship Funds

Quick Donor-advised Fund Toolkit


Donor-advised Fund
Donor-advised Fund Investment Options, Fees and Services
Investment Policy Statement for Individually Managed Funds
Donor-advised Fund Agreement
Growing your donor-advised fund
SunTrust wire instructions
Charles Schwab stock transfer instructions
Fidelity stock transfer instructions
Merrill Lynch stock transfer instructions

Charitable IRA


Charitable IRA Rollover

Types of Assets


Real Estate Gift Guidelines
Illiquid Assets
Selling Your Business


Agreements and Forms


Donor-advised Fund Agreement
Succession Planning/Planned Gift Agreement
Estate or Deferred Gift Agreement

Planned Giving/Deferred Giving


Planned Giving Options and the Legacy Society
Gifts of Retirement Plan Assets
Charitable and Deferred Gift Annuities
Charitable Remainder Trusts

Foundation Programs


Common Good Fund
Nonprofit Effectiveness

Family Philanthropy


Family Philanthropy: Bringing Families Together with Giving

Supporting Organizations


Supporting Organizations Brochure
How Supporting Organizations Compare
Supporting Organizations Fact Sheet

Philanthropic Advisor Leadership Institute (PALI)


2018-19 Class Schedule