How We Work With You

As a professional advisor, you’re instrumental to the impact of our work.
We’re here to help you, too.

A Philanthropic Partnership

The Community Foundation is here to partner with you and your clients and provide you with our philanthropic expertise. Because when you succeed in connecting passion with purpose, you not only strengthen your client relationships. You also strengthen the community at large.

For more information, please contact:

Terry Mazany
Senior Vice President, Philanthropy

Planned Giving Design Center

The Community Foundation supports donors in creating planned gifts, helping them leave a charitable legacy for both their family and their community. The Community Foundation provides advisors like you with complimentary access to the Planned Giving Design Center. Designed for professional advisors, this comprehensive, fully searchable website provides an invaluable resource for anyone whose clients have an interest in charitable giving.

As a member of the Planned Giving Design Center (PGDC), you’ll enjoy special benefits:

  • Email newsletters with news from Washington on changes in the tax law and articles written by nationally known authors
  • Monthly news and updates about the Community Foundation and our work to strengthen the Atlanta region
  • Search for PGDC articles from 2000-present and print at no charge
  • Use PhilanthroTec to calculate charitable deductions
  • Gain insight into other disciplines in the field of planned giving
  • Participate in the PGDC online forum, ask questions and make comments on content

If you’re already a registered member of the PGDC, click here to access full features.

Sign Up Now

Philanthropic Advisor Leadership Institute (PALI)

The Philanthropic Advisor Leadership Institute (PALI) represents a collaboration between the Community Foundation for Greater Atlanta, the Jewish Federation of Greater Atlanta and United Way of Greater Atlanta. These organizations have come together to provide financial, legal and accounting professionals with educational opportunities about how to better incorporate charitable planning into their professional practices.

PALI creates greater understanding of the values that motivate philanthropic clients. It also helps to hone participants’ estate and income tax planning skills, particularly as they relate to charitable planning. And the institute forges strong and enduring professional ties between participants.

PALI is a highly regarded leadership development and networking program, with an alumni roster of more than 200 professionals in the greater Atlanta community. Alumni continue to learn about our nonprofit community, discuss values based and charitable planning issues and network together.

Applications for the program will be accepted until May 31, 2019. Apply now!

Class of 2019-2020 Program InformationClass of 2019-2020 Application

Balser Professional Advisors Council

Balser Professional Advisor Council is an exclusive network of professional advisors who have demonstrated an interest in philanthropy—both personally and professionally. Members are part of a network of advisors dedicated to integrating philanthropy into their work, increasing philanthropy in their fields and increasing philanthropic impact throughout the community.

As experts in the Greater Atlanta region’s philanthropy, the Community Foundation for Greater Atlanta, the Jewish Federation of Greater Atlanta and United Way of Greater Atlanta are uniquely positioned to bring together the city’s elite professional advisors and provide opportunities—throughout the year—for education, knowledge sharing and networking. Programming includes the Balser Symposium and Philanthropic Advisor Leadership Institute.

Balser Symposium

The Balser Symposium is a continuing education opportunity sponsored by the Jewish Federation of Greater Atlanta, United Way of Greater Atlanta and the Community Foundation for Greater Atlanta as a part of the Balser Professional Advisors Council. This annual symposium occurs in January or February of each year to build philanthropic culture in our region by engaging prominent local and national speakers, and by focusing on sophisticated strategies for integrating charitable and estate planning.

Firm Presentations and Public Speaking

The Community Foundation’s professional staff is available to speak to professional and civic groups on topics related to philanthropy, charitable planning and community development. In addition, the Community Foundation conducts many “lunch and learn” presentations for local professional firms on a variety of charitable planning and family philanthropy topics. Need a speaker? Reach out to us.



Members of the professional advisor community are helping to bring the joy of giving to their clients and, in the process, are strengthening the Atlanta region in ways they never imagined. Join us in honoring these advisors for their passion, their purpose and their dedication to the growth of philanthropy.


Advisor Toolkit

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

The professional advisor community remains essential to the impact, longevity and success of the Community Foundation for Greater Atlanta. On behalf of all of us at the Foundation—and those we serve throughout the Atlanta region—thank you.