Advisors

Maximize your client's community impact, now and forever

Some of the best opportunities to make charitable contributions occur when clients are making other major business, personal and financial decisions. The best time to consider planned giving options with clients may be when a will is written or revised, a business or other major asset is to be sold, retirement plans are made, or a substantial financial gift is received. Developing a charitable plan that satisfies your client’s financial and charitable needs is no small task. As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge. Professional advisors in the legal, accounting, and financial sectors are often in a position to advise their clients about charitable giving though few specialize in just this area.

The Coastal Georgia Foundation can assist you and your client in structuring gifts that maximize tax savings, while establishing the enduring community legacy your client desires. As a team, we combine our expertise with yours to ensure that your client is able to make educated decisions when selecting from our full spectrum of options.

The Client Wins: Clients receive individualized charitable counsel that supplements your advice and recommendations, at no cost to them.  Clients are able to continue to support charities that are important to them, both now and in the future while they realize a positive impact on their current financial situation and in their estate plan.

The Advisor Wins: Our staff provides you with professional, customized counsel while you retain your client relationship and offer them a wide range of planning strategies and implementation options, and in many cases, the Foundation can keep the assets under your management.

The Community Wins: The community receives additional funds that support effective area nonprofit organizations and support important efforts throughout Coastal Georgia.

The Community Foundation Wins: Through assisting donors in achieving their charitable goals and the funding needs of area nonprofit organizations, the Foundation continues its mission to improve the quality of life here in Coastal Georgia.

 


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