At Cobb Community Foundation (CCF), we believe that charitable giving done well can create a lasting impact, so we created our Professional Advisors Network (PAN) to bring together professionals who help their clients with their charitable giving to share ideas, expertise and experiences.  Why?  Because giving done well will be done even better, and for the community, the client, the client’s family, even for the advisor, its impact is even greater.  Join us, and ACTIVATE GOOD!

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
  • Attend at least one CCF event annually
  • Introduce at least one colleague, allied advisor or client to CCF each year

 

Membership Qualifications

  • You hold the required license, certification(s) or designation(s) for your profession and are in good standing with the issuing organization;
  • You have a client base inclusive of clients who reside or operate a business in Cobb County; and
  • You engage in conversations with you clients around charitable giving, as a matter of course.

 

How to Join

  • Attend the next Professional Advisor event (see Upcoming Events page) and continue to attend at least 1 CCF event annually

 

Founding Members

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 page, access our Advisor’s Toolkit or contact Shari Martin, CEO, at 770.859.2329.