what we do

For Advisors

The Community Foundation offers a unique partnership to help you help your clients achieve financial, personal, business and charitable goals with maximum tax benefits.

Partnering With CFSGA

As an advisor, your clients trust you to help them manage their assets.  Why not introduce them to the Community Foundation, South Georgia’s trusted source for charitable giving?

We offer maximum tax benefits with flexibility in the types of funds we offer as well as the types of gifts we accept.  Whether it’s estate planning, retirement planning, the sale of a business, or other major decisions, we want to help you help your clients achieve their philanthropic goals.

With strong community knowledge, our experienced staff can assist your client in creating a charitable fund tailored to their specific needs and interests.  The chart below will help you in understanding the difference between a Donor Advised Fund at CFSGA and a Private Foundation so that you can best recommend what is right for your client.

Advisor FAQs:

  • The Community Foundation offers several Types of Funds to help your client accomplish their charitable goals. Our Staff is available to discuss these options with you and help your client select one or more funds that best suit their philanthropic needs.

Donor Advised Fund vs. Private Foundation

Take a look at our Donor Advised Fund vs. Private Foundation chart comparison to see which one is right for you. 
  • “The Community Foundation of South Georgia is a great tool for our trust, estate and financial planning practice.  The Foundation partners with us to provide the services our clients need through the use of donor advised funds.  Clients can control the amounts and timing of gifts to meet their charitable goals.  Clients can save current income taxes on future gifts by transferring their appreciated investments to the foundation in one year but evenly distributing their annual donations to their favorite church or other favorite charity over several years.”

    Bill Burke Picture
    Bill Burke
    CPA & Partner
    Burke, Worsham & Harrell