Helping You Serve Your Clients

As a trusted partner, we work with you to help your clients establish and fulfill their philanthropic goals.

Your philanthropic partner

The Community Foundation collaborates with you and your clients, providing philanthropic expertise to help your clients make a positive, powerful difference across the Atlanta region. By working with your clients to plan for their philanthropic goals, you not only strengthen your client relationships, but also strengthen our community.

Firm presentations and public speaking

The Community Foundation’s professional staff welcomes the opportunity to speak to professional and civic groups about philanthropy, charitable planning, community development and related topics. In addition, we offer “lunch and learn” presentations for local professional firms on a variety of charitable planning and family philanthropy topics. Need a speaker?

Let’s get the conversation started

Advisor toolkit

We’ve assembled a variety of professional resources for financial, tax and estate planning partners like you. This convenient, fast-access toolkit is designed to help you quickly find the answers and tools you need to guide your clients along their philanthropic journey. Need additional information? Just let us know how we can help.

Resources

Insider Insights

The Insider Insights video series brings you behind the scenes with Community Foundation staff, highlighting the value of working together to serve clients, build legacies and make an impact.

Learn more

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