Your clients want to make a difference. We help you turn that desire into purposeful giving.

You serve as a guide and we’re here to walk alongside you, helping you help others.  By making philanthropy part of your work, you empower your clients to align their resources with their values—creating lasting, local impact.

Gifts

As a 501(c)(3) public charity, gifts made through the Community Foundation offer maximum tax advantages, including benefits for income, estate, and capital gains taxes. We can accept:

  • Cash

  • Publicly traded securities, mutual funds, bonds, ETFs, preferred stock, etc

 Tax benefits

Strategic philanthropy is smart financial and estate planning. Your clients can benefit from a variety of gifts.

  • Appreciated stock, equity and fixed income investments

  • RMD gifting from IRAs to exclude income (max is now $108,000)*

  • Tax deductible gifting

Creating a Legacy

We help clients leave lasting legacies for both their families and their community through planned giving. Tools include:

  • Bequests

  • Charitable remainder trusts

  • Charitable lead trusts

  • Life insurance (as a beneficiary)

  • Retirement plan gifts (as beneficiary of rollover IRA, 401-K or other Profit Sharing Plan)

Types of Funds & Associated Services

We offer a variety of fund types to help your clients achieve their charitable goals:

Donor-Advised Funds – Immediate tax deduction with flexible, ongoing grantmaking.

Designated Funds – Support for specific nonprofit(s) your client chooses.

Field of Interest Funds – Target a specific cause or issue area.

Scholarship Funds – Invest in the next generation.

Greater Rome Impact Fund – Pooled resources to support the greater good.

Agency Funds – For nonprofit clients.

Fee Schedule & Minimums

The Community Foundation assesses support fees to provide the necessary resources to operate efficiently and effectively, ensuring fiscal responsibility in grant due diligence, donor and nonprofit education, research and other activities supporting philanthropy in Greater Rome. 


We require a $5,000 minimum initial gift and $1,000 minimum balance.

Annual support fees are assessed semi-annually based on average fund balance.

1.5% on the first $1,000,000 

1.0% on amounts from $1,000,000  – $5,000,000 

0.75% on amounts over $5,000,000 

$250 minimum annual fee 

Why Partner with the Community Foundation for Greater Rome?

You Deliver More Value – Add creative charitable strategies to your planning toolkit.

Your Clients Maximize Impact – We help them make informed, meaningful gifts.

Flexibility for Your Clients – They can give when ready and recommend grants at their own pace.

We Ensure Long-Term Intent – Endowed funds remain aligned with your client’s wishes—even as circumstances change.

No Pressure, No Cost for Consultation – Our planning assistance is free and confidential.

We would be honored to support you and your clients. If you’d like to explore charitable strategies, discuss a specific case, or meet our team, please reach out. Let’s build a better Greater Rome—together.


QUESTIONS? Contact info@cffgr.org or call 706.728.3453