We have four goals when it comes to our relationships with advisors.

  1. To provide you with effective solutions for your clients
  2. To make it easy for you to present those solutions
  3. To exceed your expectations
  4. To exceed your client’s expectations

 

We’ve gathered in this one place everything we think you might need.

We are Cobb Community Foundation, Inc. and our EIN is 20-5652970.

 

Overviews and Information

Community Foundation Snapshot

Tax Efficient Giving

Giving Fund Overview

Qualified Charitable Distributions (QCDs)

Giving Fund Grant Guidelines

Transitioning a Private Foundation to a Donor Advised Fund

CCF Gift Acceptance Policy

CCF Investment Pool Review

CCF Investment Partner Program Overview

CCF Investment Partner Program Package

 

Fund Agreements and Fee Schedules

Donor Advised Fund (Giving Fund) 

Donor Advised Fund Agreement

Donor Advised Fund Agreement for an Organization

Donor Advised Fund Fee Schedule

 

Scholarship, Field of Interest and Unrestricted Fund Agreements and Schedule

Scholarship Fund Agreement

Scholarship Fund Agreement for an Organization

Scholarship Fund Guide

Scholarship Fund Fee Schedule

Scholarship Fund Service Levels

Field of Interest Fund Agreement

Field of Interest Fund Agreement for an Organization

Unrestricted Fund Agreement

Field of Interest and Unrestricted Fund Fee Schedule

 

Agency and Designated Fund Agreements and Schedule

Agency Fund Agreement for a Charitable Organization

Designated Fund Agreement

Designated Fund Agreement for an Organization

Agency and Designated Fund Administrative Fee Schedule

 

Employee Assistance Fund Agreement and Schedule

Employee Assistance Fund Agreement

Employee Assistance Fund Fee Schedule

 

Need something else?   Please contact us at CCFTeam@cobbfoundation.org or 770-859-2366 to schedule a meeting or to find out how we can help you and your clients.