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.
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.
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.