The Philanthropic Advisor Leadership Institute (PALI) is a collaboration between the Atlanta Jewish Foundation, the Community Foundation for Greater Atlanta and the United Way of Greater Atlanta. PALI provides financial, legal and accounting professionals with training designed to better educate them on incorporating charitable planning into their professional practice.
The purpose of PALI is to deepen participants’ understanding of how values motivate philanthropic clients, to hone existing estate and income tax planning skills as they relate to charitable planning, and to forge strong and lasting professional ties between the various participants.
PALI is a highly regarded leadership development and networking program along the lines of Leadership Atlanta. Over one hundred and twenty professionals in the Atlanta community are PALI alumni. PALI alumni continue to learn about our nonprofit community, discuss values based and charitable planning issues, and network together.
In 2017-2018, PALI will welcome its 8th class of about forty professionals from the fields of accounting, financial services, insurance, law, and wealth management. The program consists of five half-day programs designed to explore such topics as:
•How professionals from different disciplines can work together collaboratively
•What motivates philanthropists
•How the values of a professional influences their client’s charitable giving
•What are some of the philanthropic needs of the community
Sessions are held at nonprofits throughout Atlanta so participants can see, first-hand, the needs of the community and the beneficial impact these programs provide.
Applications for the program will be accepted until June 2, 2017. The program starts October 25, 2017 and ends May 9, 2018. A committee of PALI alumni along with the Community Foundation for Greater Atlanta, the United Way of Greater Atlanta, and the Atlanta Jewish Foundation will select the PALI class of 2017-18. Notifications of acceptance will begin in late June.
The cost for PALI is $750 and must be paid by August 31, 2017. Click here for an application and class schedule.
For questions, please contact Ali Gant, gift planning officer, Community Foundation for Greater Atlanta, at firstname.lastname@example.org or 404.333.0241.
Please send completed applications to Ali at the email address above by PDF or word document. Letters or emails of recommendation will not be accepted.