Welcome Professional Advisors

Professionals

 

We work with accountants, tax professionals, financial advisors, and estate planners to help individuals and families plan their charitable endeavors. We are on the same team.

Visit the Planned Giving Design Center. It provides planned giving specialists with resources they can use to advise clients and donors for advanced charitable gift planning.

If you have questions, please contact our president, David Aft at 706.275.9117.

Please contact our office if you have any questions or would like copies of our governing documents, Form 990,
conflict of interest policy, internet policy, financial statements, fee schedules, committees, etc.