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Help Your Clients Give Smart


You are your client’s trusted advisor. They rely on you for advice and to suggest solutions, including times when charitable giving might be right. You have your client’s best interests at heart. So do we. You understand your client’s goals; we understand smart giving.

The Community Foundation of West Georgia works with Professional Advisors to help you enhance your relationships with clients by offering a simple, flexible, and efficient philanthropic process. You stay in control of your client relationships while we provide the resources and expertise to help you give your clients charitable giving pathways to match their needs. Whether your clients are looking to lighten their tax burden, invest in a cause, shift financial resources during retirement, or create a legacy of giving, we are here to make it simple and tailored to your client’s needs. 

We are in the business of building better communities. As charitable fundholders consider ways to give, our team is here to serve them in learning more about local needs within their areas of interest.

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Professional Advisor Perspective

with Joe Garrett

Financial planner Joe Garrett of Garrett Robinson Investment in Carrollton believes in the power of West Georgia Community Foundation to make our community greater. In fact, Joe has personal knowledge of how easy it is to set up a fund at the Foundation. Following the tragic death of their son, the family established the Will Garrett Memorial Fund in 2017, which provides tuition scholarships for students at Oak Mountain Academy. “Not only was the fund easy to set up, it’s easy to make distributions. People easily can make tax-deductible donations,” he said. The majority of his clients have heard of the Foundation, but most people don’t know how it works and the benefits it can offer them. “Some believe the Community Foundation was developed for people who are super wealthy, but it’s for everyone who wants to outsource money management and liability,” Joe noted. “Nonprofit organizations and even churches can also benefit from having a fund there.” Joe noted that sometimes clients think they want to set up their own foundation. He tells them to first explore what the Community Foundation can do for them. “Clients often want help with financial planning following a life-changing event, whether good or bad. Often funds are created following the death of someone, similar to the fund we set up for my son,” Joe said. “We are all going to die someday, there’s a 100 percent chance of that, so why not do something to perpetually benefit our community? The Foundation can help you make sure you will continue to support things that are important to you.”

Benefits of Working with Us

  • We work with you to offer opportunities to meet your clients’ giving goals in tax-wise ways.

  • Our team is here to help facilitate a variety of gift types to provide opportunities for your clients to give back with assets they currently hold. We accept a variety of gifts including appreciated securities, real estate, personal tangible property, retirement plans, life insurance, and agricultural assets.

  • As certified charitable advisors, our team invests time with each donor to understand their motivational values and legacy goals in order to facilitate deeply rewarding charitable experiences. As your clients are considering how to make an impact, call on us to work alongside you to lead family discussions around giving goals, connecting with causes, or developing strategic giving plans.

  • For clients considering opening a private foundation, we provide a solution that may better fit their needs.

  • Our expert knowledge of the local nonprofit sector provides a unique opportunity to connect your clients with emerging needs and promising opportunities that match their giving goals.

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