Our Advisor Toolkit provides practical resources to help you guide charitable conversations, evaluate giving options, and support your clients’ philanthropic goals. Additional materials and documents can be tailored to meet individual client needs and specific giving strategies.
If you have questions or need additional support, contact us at info@coastalgeorgiafoundation.org or (912) 268-4442.
Getting Started
- Professional Advisors Toolkit
Provides a general overview with foundational resources to support your conversations with clients. - CCGF Brochure
A high-level overview of the Foundation, services, and giving options—ideal for client introductions. - 2025–2026 Annual Report
Demonstrates impact, stewardship, and financial strength.
Planning & Compliance Resources
- IRS Determination Letter
Confirms CCGF’s public charity status for tax planning and due diligence. - Funds & Fees Schedule
Outlines administrative fees and fund structures.
Donor Advised Fund Resources
- Donor Advised Fund Agreement
Required documentation to establish a DAF. - Donor Advised Fund Guide Handbook
Explains how DAFs work, grantmaking guidelines, and ongoing fund management.
Estate & Legacy Planning
- Sample Bequest Language
Ready-to-use language for wills and estate plans.