At Cobb Community Foundation (CCF), we believe that charitable giving done well can create a lasting impact. We created our Professional Advisors Network (PAN) to bring together professionals who help their clients with their charitable giving. Through the sharing of ideas, expertise and experiences, giving done well is done even better, and for the community, the client, the client’s family, even for the advisor, its impact is magnified.

 

Benefits of Membership

  • Build relationships with and grow your referral network to include the community’s most respected professional advisors.
  • Expand your knowledge of charitable giving, legacy building and opportunities for community impact.
  • Increase your visibility with inclusion in the PAN member directory on CCF’s website, with a link to your email address.

 

Expectations of Members

  • Incorporate charitable giving discussions into client planning conversations on a regular basis
  • Seek out opportunities to expand your knowledge of charitable planning and the benefits of community foundations
  • Engage with CCF in some form at least twice annually
  • Introduce at least one colleague or allied advisor to CCF each year

 

Professional Advisors Network Leadership Team

Our PAN Leadership Team consists of leaders in allied advisory fields such as estate planning, wealth advising, accounting, financial planning and insurance who believe that CCF amplifies the impact of charitable giving on themselves, their clients, and on the community they love.


Rick Bennett Co-Founder and Partner
Bennett Thrasher
Gary Bottoms Chairman and CEO
The Bottoms Group, LLC
David Fisher Co-Founder and Chief Wealth Officer
SignatureFD
Megan Richards Flores Attorney
Gregory Doyle Calhoun & Rogers, LLC
Chris Gruehn Senior Vice President
Pinnacle Financial Partners
Susan Tillery President & CEO
Paraklete Financial, Inc.
Tony Turner Attorney
Cohen Pollock Merlin Turner

 

PROFESSIONAL ADVISORS NETWORK MEMBER DIRECTORY

 

 

PAN Membership Seal

 

Members of the Professional Advisors Network (PAN) receive a membership seal to display on your website, LinkedIn and other materials.  Contact CCFTeam@cobbfoundation.com for further information.

 

 

 

 

Have questions?  Check out our Advisor FAQ pageaccess our Advisor’s Toolkit or contact Shari Martin, CEO, at 770.859.2329.