Charitable Giving Support for Advisors, Accountants, and Attorneys
Bring Local Charitable Expertise Into Your Clients' Financial Strategies
Partner with the Community Foundation of Northwest Georgia to help your clients offset taxes and build a giving plan they're excited about.
Charitable giving belongs in your clients' long-term plans.
Sooner or later, a client will ask you a question about philanthropy that sits outside your everyday work. They want to offset the gain on stock they're selling, start a scholarship, or make sure the causes they've supported for decades keep getting support after they're gone. Some of these are simple. Others take careful structuring, and the right answer isn't always obvious.
The Community Foundation of Northwest Georgia gives you a local partner for those conversations. We bring the charitable expertise while you remain your client's primary advisor.
Your clients are already giving. But are they giving strategically?
Whether your client needs a simple plan or a complex giving strategy, the Community Foundation of Northwest Georgia can provide guidance and tools to help them reach their goals.
A liquidity event with capital gains tax exposure.
Appreciated stock or land, a property closing, or a business sale.
Planning for retirement.
Giving during peak earning years, or qualified charitable distributions starting at age 70½.
Estate plans in progress.
Remainder beneficiaries, charitable trusts, and life insurance policies that need a named recipient.
Clients who give without a plan.
Turning scattered checks into steady support that lasts through life changes and into the next generation.
Partnering with advisors, accountants, and attorneys across Northwest Georgia
Our role is to complement your relationship with your client, never to replace it. We add a charitable layer to the tax, estate, or financial work you're already doing, and we encourage your client to keep you close to every decision.
Sometimes that leads to a fund with the Community Foundation of Northwest Georgia, and sometimes it just means sharing what we know. Either way, your client gets local expertise embedded in their financial plan.
How to Get Started
- Step 1
START A CONVERSATION.
Describe your client's situation in general terms. No paperwork, no prep.
- Step 2
EXPLORE THE OPTIONS.
We walk you through what's possible, as many times as it takes. You decide if and when we meet your client.
- Step 3
SEE THE IMPACT.
Whether your client opens a fund or simply leaves with better information, their giving goes further toward the causes they care about.
Serving Northwest Georgia since 1998
Over $125 million in charitable assets
- active funds and trusts
- 260+
- granted to charitable organizations
- $100+ million
- Consistently in the top 15% of returns on funds
- Top 15%
What advisors say
It's a joy to refer people to the Community Foundation of Northwest Georgia because I know they'll take care of them just as I would.
Larry WinterNichols Cauley, Dalton-Whitfield Community Foundation board member When I have clients who are interested in charitable giving, I often introduce them to the Community Foundation of Northwest Georgia. Sometimes they choose to work with the Foundation, while other times they walk away with valuable information they can use to shape their own charitable giving. Either way, the connection is worthwhile.
Carrie TrotterTDK Legal, Cartersville-Bartow Community Foundation board member
Free Resource
Charitable Giving Funds Compared
Donor-advised funds, field-of-interest funds, designated funds, scholarship funds — the options can blur together. This side-by-side guide breaks down how each fund type works, what it costs, and which client situations it fits best, so you can recommend the right vehicle with confidence.
Download the comparison sheet and keep it on hand for the next time a client asks where their giving should live.
Common questions from advisors
Help your clients maximize their giving potential
Whether the Community Foundation of Northwest Georgia ever manages a fund for your client isn't our primary concern. Our primary concern is making sure your client has all the tools and expertise needed to reach their charitable goals.
If you have a client situation in mind, or simply have more questions, let's talk.