We have four goals when it comes to our relationships with advisors.
- To provide you with effective solutions for your clients
- To make it easy for you to present those solutions
- To exceed your expectations
- 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
Qualified Charitable Distributions (QCDs)
Transitioning a Private Foundation to a Donor Advised Fund
CCF Investment Partner Program Overview
CCF Investment Partner Program Package
Fund Agreements and Fee Schedules
Donor Advised Fund (Giving Fund)
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 for an Organization
Scholarship Fund Service Levels
Field of Interest Fund Agreement
Field of Interest Fund Agreement for an Organization
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 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.