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
The Community Foundation and Professional Advisors
Fact sheet about the Community Foundation
Discover Your Philanthropic Passion: Interest Area Checklist
Philanthropic Advisor Leadership Institute (PALI)
Insider Insights series
Types of funds
Fund Options
Designated Funds
Field of Interest Funds
TogetherATL FUNDS
GoATL FUNDS
Scholarship Funds
NONPROFIT Agency Funds
Quick donor-advised fund toolkit
Donor-advised Fund
DAF investment options and fees
Value for Price Comparison
Investment Policy Statement for Individually Managed Funds
AMERICAN FUNDS APPLICATION FOR ENTITIES
Donor-Advised Fund Agreement
Growing Your Donor-Advised Fund
Truist Wire Instructions
Merrill Lynch Stock Transfer Instructions
Charitable IRA
Charitable IRA Rollover
Types of assets
Real Estate Gift Guidelines
Illiquid Assets
Private Equity Interests for Lasting Community Impact
Agreements and forms
Donor-Advised Fund Agreement
Succession Planning/Planned Gift Agreement
Estate or Deferred Gift Agreement
Planned Giving
Legacy Giving at CFGA
Gifts of Retirement Plan Assets
Charitable and Deferred Gift Annuities
Charitable Remainder Trusts
Supporting organizations
Supporting Organizations Fact Sheet
Supporting Organization Service Offerings
How Supporting Organizations Compare
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
