Advisor Resources

As a trusted financial advisor, the opportunity to help your clients achieve their philanthropic goals is both a privilege and a challenge.

As experts in charitable giving, CFCV provides a 3-way success outcome: for you, for your clients, and for the community.

Partners in Philanthropic and Financial Success

There are many ways to create a charitable plan that maximizes tax benefits while doing good in the world. When you partner with us, you gain the advantage of offering your clients many flexible ways to grow their philanthropy that are part of a larger investment in the Chattahoochee Valley.

Benefits of Working With Us

By using CFCV as your philanthropic partner we:

  • Deepen your practice's knowledge and expertise.
  • Maximize tax benefits with multiple giving options.
  • Take care of the paperwork.
  • Make it easy for you and your client.

Learn how we do this and more benefits of partnering with us.

Advisors Toolkit

Helping your clients with their philanthropy should be neither a burden nor complex. Our Professional Advisors Toolkit provides everything you need to understand our services and how we may be the best fit for you and your clients, at no cost to you or them:

Browse the Toolkit

To achieve greatness: start where you are, use what you have, do what you can."

– Arthur Ashe

Schedule a Meeting

We often meet with advisors both at our office and out in the community. We're always happy to talk through your questions or concerns, as well as present anything to your clients that would help them in their decision making around their personal philanthropy.

Email us to schedule an appointment.