Professional Advisor Resources
Your Philanthropic Partner
We work closely with professional advisors to enhance and support donors and their giving. When your client’s needs involve charitable giving, we can partner with you to help align their charitable and financial goals.
Help your clients put their Qualified Charitable Distributions to work
Qualified Charitable Distributions
Help your clients play an active role in their charitable giving
Donor Advised Funds
Help your clients create financial sustainability for their nonprofit
Organization Endowment Funds
Have Questions?
Contact Elizabeth Finch, Chief Financial Officer, here or at 706-724-1314.
Stay Informed
If you’re an advisor, sign up for our e-newsletter to receive updates on charitable giving strategies, legislative changes, and resources to help you guide your clients in achieving their philanthropic goals.