The following is a menu of services The Community Foundation for Greater Atlanta can provide. This list is intended as a guide for donors and families considering the different services they require to accomplish their philanthropic objectives.

Grantmaking, Education, and Legacy Services

• Family meetings / Board meetings
• Preparation of Mission Statement
• Preparation of Philanthropic Legacy Statement
• Customized training for next generation
• Assistance in preparation of grantmaking guidelines
• Customized reports on a specific nonprofit or broad field of interest
• Customized grant proposals in area of interest
• Grant application review assistance
• Grant processing service
• Preparation of grant award and denial letters
• Grant tracking
• Post-grant evaluations
• Joint philanthropic venture opportunities
• Educational seminars
• Site visits to nonprofits
• Access to programmatic experts

Financial Services

• All state and federal filings such as tax returns
• Financial asset management
• Investment performance monitoring and fee review
• Arrange audit and prepare Form 990
• Quarterly financial statements

General/Administrative Services

• Meeting space
• Board meeting management services including preparation of agenda and minutes
• Document preparation; stationery and letterhead design
• Directors and officers insurance

Public Relations Services

• Press release preparation and distribution
• Preparation and printing of newsletters, brochures and annual report