Earlier this summer, we hosted, along with several partner organizations, the 8th annual Central Georgia Philanthropy Forum – a continuing education opportunity for professional advisors from across the region interested in learning charitable giving strategies to help better advise their clients. As we worked with the Central Georgia Estate Planning Council, Museum of Arts and Sciences, Museum of Aviation Foundation and the Navicent Health Foundation to welcome more than 50 advisors to the conference, we began to reflect on the power of collaboration and the partnerships that are strengthening our communities.

Local advisors represent one of our most vital partnerships and play a key role in helping the Community Foundation of Central Georgia (CFCG) enhance the quality of life for people across the region through philanthropy. Their clients want to make a positive difference, and CFCG is here to support advisors and their clients in the giving process. Advisors know their clients, and CFCG knows philanthropy.

For the client who wants to make an immediate philanthropic impact, to the couple hoping to leave a legacy, to the family with a complicated tax situation, together, we can help them make a philanthropic impact, meet their financial planning goals and enjoy maximum tax advantages. Here are a few ways we do that:

·        As a 501(c)3 nonprofit organization, we provide maximum tax benefits to donors

·        Our professional staff can offer extensive knowledge and expertise about local charitable organizations and projects

·        We offer the ability to establish customized funds with a wide variety of different assets now or through an estate

·        Donors may remain anonymous through a fund at CFCG

·        We are here to answer any questions and discuss planning ideas

Advisors who talk with their clients about charitable giving, help them invest in ways that balance the desires of growing personal wealth and making a long-term difference. Clients look to their advisors as trusted partners who are knowledgeable about integrating their philanthropic goals into their financial plan. In fact, we always encourage individuals interested in charitable giving to talk with their advisors about their options.

CFCG then supports our local advisors with the tools, data and expertise needed to structure impactful, flexible and effective giving strategies that are rewarding for them, their clients and the community. We offer a variety of resources and educational opportunities like the Philanthropy Forum and look forward to being a partner in making an impact through philanthropy across central Georgia.

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