Philanthropy and giving back are complicated. Partnering with us is simple.
Helping you help your clients
As a professional advisor, you represent one of the most vital and dynamic groups of stakeholders who strengthen the Atlanta region. We’re excited you are here – let’s talk about how we can help you meet your clients’ giving and tax needs.
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Why the Community Foundation?
Advisors like you can build their practice by sharing philanthropic insights with their clients. Our team are experts in philanthropy. With our deep expertise, we help create and implement a strategy to meet your clients’ giving and tax goals.
As your partner, we offer you:
Resources
- Tools and materials to open a charitable fund for a client through our online Advisor Toolkit
- Complex giving and planned giving knowledge
- Multiple investment options and a range of fund products
Professional Development
- Education and networking events
- Advisor-focused learning opportunities through the Balser Symposium and Philanthropic Advisor Leadership Institute (PALI)
- Tailored firm presentations
Community Expertise
- Collective community impact through TogetherATL
- Deep understanding of Atlanta’s issues and opportunities
- Extensive knowledge of local nonprofits
Let's talk
The Community Foundation values our relationships with professional advisors like you. We understand that your clients’ tax, financial and estate planning circumstances are often complex. With our gift planning expertise, and our ability to accept a variety of assets, we can help identify effective solutions.
Questions?
Josh Dukelow
Gift Planning Officer
404.588.3208
josh.dukelow@cfgreateratlanta.org