CCGF is here to help you serve your clients better.
Helping your clients reach their philanthropic objectives is an important service you can offer whether they’re engaged in retirement, estate, or tax planning. We can help with philanthropic planning, adding value to your practice and your client relationships.
Working with a community foundation offers your client real tax advantages, as well as the chance to make the greatest charitable impact. Your client supplies the passion and ideas, while we supply the expertise and infrastructure.
The Community Foundation Value Proposition
We can provide you with the right resources and offer the perfect solution for many of your clients’ charitable needs. Here are some of the ways the Foundation can work with you to help your clients:
The Coastal Georgia Foundation provides a customized approach, working together as a philanthropic partner and resource for professional advisors, providing support, information and expertise related to charitable giving options. You act as the primary point of contact with your client as the client explores philanthropic giving. We act as your partner in matters of charitable planning, assisting you in maximizing tax advantages associated with charitable giving and in tailoring giving plans to meet your individual client’s needs and goals.
Beacuse we are a public and not a private charity, your clients' contributions qualify for the maximum deductible allowable by the IRS for income, gift and estate tax purposes.
We guarantee that your clients' anonymity, if they so choose, in establishing a fund through the Foundation or in making a grant to their favorite charity.
We have access to modeling software that can run gift calculations on annuities and unitrusts.
Wide Range of Assets
The Community Foundation accepts many different asset types as gifts.
Our staff knows the priorities and emerging trends in the community and can help ensure that your clients are giving strategically in accordance with their specific and ongoing interests.
We also can accommodate your clients’ grants regionally or nationally, as we have no geographical restrictions regarding grantees.
Foster Family Relationships
We assist you in fostering family philanthropy while you are able to build family relationships across generational continuums. We facilitate mission, vision and goal discussions.
We are happy to assist donors in researching potential grantees, matching donor’s charitable interests to potential grantees, and coordinating site visits.
Professionally Managed Investments
Our professionally managed investment portfolio ensures our fundholders access to a greater variety of investment options, consistent investment policy execution and economies of scale through pooled investments. Your client can feel secure in the fiduciary oversight of our Investment Committee, Board, and Investment Management team.
Working with the Coastal Georgia Foundation to implement your clients' planned gift alleviates the burden of record keeping, IRS reporting and potentailly complicated trust administration.