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

Advisor Resources

General

2026 Year-END GIVING GUIDELINES
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The Community Foundation and Professional Advisors
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Fact sheet about the Community Foundation
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Discover Your Philanthropic Passion: Interest Area Checklist
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Philanthropic Advisor Leadership Institute (PALI)

Insider Insights series

Types of funds

Fund Options
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Designated Funds
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Field of Interest Funds
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TogetherATL FUNDS

GoATL FUNDS

Scholarship Funds
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NONPROFIT Agency Funds
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Quick donor-advised fund toolkit

Donor-advised Fund
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DAF investment options and fees
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Value for Price Comparison
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Investment Policy Statement for Individually Managed Funds
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AMERICAN FUNDS APPLICATION FOR ENTITIES
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Donor-Advised Fund Agreement
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Growing Your Donor-Advised Fund
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Truist Wire Instructions
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Merrill Lynch Stock Transfer Instructions
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Charitable IRA

Charitable IRA Rollover
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Types of assets

Real Estate Gift Guidelines
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Illiquid Assets
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Private Equity Interests for Lasting Community Impact
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Agreements and forms

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

Legacy Giving at CFGA
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Gifts of Retirement Plan Assets
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Charitable and Deferred Gift Annuities
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Charitable Remainder Trusts
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Supporting organizations

Supporting Organizations Fact Sheet
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Supporting Organization Service Offerings
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How Supporting Organizations Compare
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For more information, please contact:

Josh Dukelow

Josh Dukelow
Gift Planning Officer
404.588.3208
josh.dukelow@cfgreateratlanta.org

Kimberly Spear

Kimberly Spear
Director, Donor Engagement
770.759.0986
kspear@cfgreateratlanta.org