Discuss your clients' overall philanthropic goals and define their objectives.
What is the most advantageous way for your client to meet their goals and what causes are they most interested in?
Determine the type of fund and structure that best suits their needs.
It may be possible that a Foundation fund already exists which reflects your client's interests and they may simply contribute to that fund. This may be a good option for clients wishing to remain anonymous or who may not meet a minimum dollar amount to open a new fund.
Should opening a new fund be the best decision, the Coastal Georgia Foundation takes responsibility for tax reporting, fund distribution, and all other grant administration. Your client will receive a quarterly fund statement with access to the Foundation's online portal, in the case of a Donor Advised Fund, may make recommendations for grants to the Foundation at any time.
Our staff is here with comprehensive assistance at any point along the way. It is our pleasure to work with you and your clients to facilitate their giving.