Benefits to Your Client

The Communities of Coastal Georgia Foundation has experience assisting philanthropic individuals and families with the creation of charitable legacies.  We offer a variety of benefits to both you and your clients.

Customized Giving: We can customize charitable giving vehicles for individuals, including donors with complicated objectives and complex gifts.  See our Donors tab for types of funds. The Foundation also has a flexible gift acceptance policy and can accept gifts of appreciated securities-including closely-held and S-corp stock, retirement funds, charitable lead and remainder trusts, and real property.  See our Giving Options.

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Knowledgable Staff:  Our staff is dedicated to helping your client establish a philanthropic giving plan with an effective grantmaking program.

Maximum Deductibility:  Because we are a public and not a private charity, your clients' contributions qualify for the maximum deductible allowed by the IRS for income, gift and estate tax purposes.

Optional Anonymity: We guarantee your clients' anonymity, if they so choose, in establishing a fund through the Foundation or in making a grant to their favorite charity.

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.

Simplified Administration: Working with the Communities of Coastal Georgia Foundation to implement your clients' planned gift alleviates the burden of record keeping, IRS reporting and potentially complicated trust administration.