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.
Downloads
General
Types of funds
Quick donor-advised fund toolkit
Charitable IRA
Types of assets
Agreements and forms
Planned giving / deferred giving
Supporting organizations
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.
For more information, please contact:
Josh Dukelow
Gift Planning Officer
404.588.3208
josh.dukelow@cfgreateratlanta.org
Kimberly Spear
Director, Donor Engagement
770.759.0986
kspear@cfgreateratlanta.org