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.

For more information, please contact:

Christy Eckoff
Director, Gift Planning



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

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

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

PhilanthropyATL: Engaging the Next Generation in Giving
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)

2016-17 Class Schedule