CCGF is Here to Help You Serve Your Clients Better

Helping clients achieve their philanthropic goals adds value to your advisory practice. The Communities of Coastal Georgia Foundation partners with professional advisors to simplify charitable planning, maximize tax benefits, and help clients make a meaningful impact. Your client brings the vision—we provide the expertise, infrastructure, and support.

How We Support You and Your Clients

  • Customized Partnership
    We work alongside you to design charitable giving strategies aligned with each client’s goals, while you remain the primary advisor relationship.

  • Maximum Tax Deductibility
    As a public charity, contributions qualify for the highest allowable IRS deductions for income, gift, and estate taxes.

  • Flexible Giving Options
    We accept a wide range of asset types and can support gifts locally, regionally, or nationally.

  • Optional Donor Anonymity
    Clients may remain anonymous when establishing funds or making grants.

  • Advanced Gift Planning Support
    We provide modeling and calculations for charitable gift annuities and unitrusts.

  • Strategic Grantmaking & Stewardship
    Our staff assists with nonprofit research, grant recommendations, and site visits.

  • Family & Generational Philanthropy
    We help clients engage family members and build lasting philanthropic legacies.

  • Professionally Managed Investments
    Pooled investments offer strong oversight, disciplined management, and economies of scale.

  • Simplified Administration
    We handle recordkeeping, IRS reporting, and trust administration—reducing complexity for you and your clients.