Financial Advisors
Your clients want to make a difference. We help you turn that desire into purposeful giving.
You know your clients and their financial goals. We know charitable giving and our local community.
The Community Foundation for Greater Rome works alongside financial advisors, CPAs, and attorneys to help clients turn charitable intent into action. We can help you explore giving options, facilitate charitable gifts, establish funds, and provide ongoing administration—while you remain your client's trusted advisor.
When Should You Bring Us Into the Conversation?
We can be a resource when your client:
Has appreciated assets and wants to explore charitable giving.
Is selling a business or preparing for a financial transition and wants to incorporate philanthropy into the plan.
Is approaching retirement and wants to explore giving through an IRA or other assets.
Is updating an estate plan and wants to provide for charitable causes or organizations.
Wants to involve family members in giving and create a tradition of philanthropy.
Has a donor-advised fund elsewhere and would value a local charitable partner.
Wants to support Greater Rome but isn't sure where to begin.
You don't need to have the charitable solution figured out before you call us. That's where we can help.
How We Can Help
As a 501(c)(3) public charity, the Community Foundation can accept a variety of charitable gifts, including cash, publicly traded securities, mutual funds, and bonds. Other assets may be considered subject to our gift acceptance policies.
We work with you to explore charitable strategies that complement your client's financial and estate planning, including:
Donor-advised and other charitable funds
Gifts of appreciated assets
Qualified Charitable Distributions from eligible IRAs
Charitable bequests and beneficiary designations
Endowed funds and legacy planning
Charitable trusts and other planned giving arrangements
Qualified Charitable Distributions may support eligible funds at the Community Foundation but cannot be contributed to donor-advised funds.
We provide charitable fund administration, grant due diligence, and ongoing stewardship while encouraging clients to rely on their professional advisors for individualized tax, legal, and investment advice.
Why Partner With the Community Foundation?
Your client relationship stays with you. We complement your work by providing charitable expertise and administration without replacing your role as a trusted advisor.
Local knowledge makes a difference. We understand Greater Rome's nonprofits, community needs, and opportunities. When your clients want to give locally, we can help connect their interests with meaningful opportunities.
Flexible options for different goals. Whether a client wants to make grants over time, support a particular organization, or establish a lasting legacy, we can help identify an appropriate charitable fund structure.
Responsible stewardship. We provide ongoing administration and oversight designed to honor charitable intent and support long-term giving.
A partner you can call. We're available to discuss an idea, answer questions, or help you explore a particular charitable situation.
Fund Options
We offer several fund structures to meet different charitable goals, including donor-advised funds, designated funds, field-of-interest funds, scholarship funds, and gifts to the Greater Rome Impact Fund.
We also work with nonprofit organizations interested in establishing charitable funds for long-term financial support.
Fees and Minimums
Our administrative support fees help cover fund administration, investment oversight, grant due diligence, donor services, and the Foundation's work supporting philanthropy in Greater Rome.
Minimum initial gift: $5,000
Minimum fund balance: $1,000
Minimum annual fee: $250
Annual support fees are assessed semi-annually based on average fund balance:
1.50% on the first $1 million
1.00% on amounts from $1 million to $5 million
0.75% on amounts over $5 million
Let's Work Together
Whether you're exploring a charitable strategy for a client, working through a specific planning opportunity, or simply want to understand how the Community Foundation can help, we welcome the conversation.
Contact the Community Foundation for Greater Rome
office@cffgr.org | 706-728-3453