A creative gift idea for your charitable clients

This is the time of year when your clients may be asking about incorporating charitable giving into their holiday gift giving. A unique gift your clients may want to consider is the gift of a Community Foundation fund, pre-established and pre-funded, personalized in the name of the client’s recipient. Your client can give the fund to a partner, child, grandchild, colleague, or friend. This fund can be a donor-advised fund, for example, which empowers the recipient to experience the benefits of working with the Community Foundation to support their favorite causes. 

Whether your client is a current fundholder at the Community Foundation or simply considering it, the team at the Community Foundation can help you work with your client to create a gift fund from soup to nuts, including granting the recipient online access to recommend grants from their new fund. Your client can literally put a bow on the carefully rolled up fund document, sign a card listing the login URL and credentials to view the fund online, and present the package to the child, grandchild, friend or colleague as a gift. Both giver and receiver will love the experience. 

When the recipient is your client’s child or grandchild, remember to share with your client that educational opportunities are a natural follow up. For example, your client can work with the Community Foundation to find resources on the Community Foundation’s website and structure a family giving session over Zoom where participants learn the basics of charitable giving and are introduced to key issues facing communities in our region and across the country. This type of experience helps the client’s family values stay intact across generations.  

We look forward to hearing from you about clients who are interested in creating a gift of giving for someone they love!  

The Community Foundation for Greater Atlanta is always happy to brainstorm with you and your clients about using donor-advised funds to accomplish their charitable goals or give a thoughtful gift. Call on our team of experts at 404.688.5525 to discuss the options.