Clarify Your Client’s Philanthropic Goals
Begin by discussing what matters most to your client—what causes they care about and how they want to make an impact.
Select the Right Fund Structure
Clients may contribute to an existing Foundation fund that aligns with their interests—an ideal option for those seeking anonymity or who prefer not to establish a new fund. If a new fund is the best fit, the Communities of Coastal Georgia Foundation handles all tax reporting, grant administration, and distributions. Donor Advised Fund holders receive quarterly statements and secure online access to recommend grants at any time.
Our staff partners with you throughout the process to ensure a smooth, effective giving experience.
Giving Options
What to Give
Cash, securities, life insurance, retirement assets, real estate, and other non-traditional assets.
How to Give
Outright gifts, bequests, Charitable Remainder Trusts, and Charitable Lead Trusts.
Where to Give
Donor-advised funds, field-of-interest funds, agency funds, or other Foundation funds tailored to your client’s vision.
Legacy Society
Clients who include the Foundation in their estate plans become members of our Legacy Society.