Community Foundation of Greater Chattanooga

It’s important for you as an advisor to know that we offer the highest level of support to donors–providing purpose discovery exercises, nonprofit research, and giving recommendations. This high level of service also extends to the advisors we work with! We welcome the opportunity to partner with you in providing your client with the best strategies and stewardship for their charitable giving. Visit https://ow.ly/wnJI50SKvaK to learn more. #PartnerForGood #GenerosityTransforms

David is a financial advisor with an extensive background in tax planning, an MBA in finance, and an advisory practice through LPL Financial that combines tax strategy with investment advice. As part of his tax planning and investment services, he helps clients articulate their goals and prioritize based on their values, financial capabilities, and desired outcomes. His approach centers on effective solutions and good outcomes. As experts in local philanthropy, we are grateful for the opportunity to provide specialized, up-to-date knowledge about what’s happening in our community for David, the clients he serves, and other advisors and families across the area. This makes efficient, impactful giving decisions possible – and allows David to focus on building stronger relationships with the clients who will be with him over the long term. Learn more about how we can help you in stewarding a legacy of generosity by visiting cfgc.org #PartnerForGood #GenerosityTransforms

We serve as a resource and partner to professional advisors throughout the region, who count on us to provide customized philanthropic solutions and provide their clients with top-tier, concierge services at every stage of the giving process. If you'd like to learn more about how we can support you and your clients' philanthropic visions, visit https://lnkd.in/eh5wh2y8 or get in touch with Caroline von Kessler at cvonkessler@cfgc.org #PartnerForGood #GenerosityTransforms Caroline W. von Kessler Maeghan Jones

We are thrilled to welcome Jon Berestecky to the CFGC team as our Manager of Community Investments! Jon brings a wealth of experience in community development and a passion for creating inclusive, supportive environments for all.

Happy Independence Day! 🇺🇸🎉 Our offices will be closed July 4th & 5th. Let us remember that our strength lies in coming together as a community. Together we can build a brighter future for all. #GenerosityTransformas

We love working with families at the CFGC; this work often strengthens the bond with the advisor who refers them. We can be a powerful addition to your suite of services. Together, we can unite families through their giving and make a difference in the lives of our neighbors as well. Visit the "Giving Insights" link in our bio to learn more. #PartnerForGood #GenerosityTransforms

The Eviction Prevention Initiative is transforming lives and strengthening our community. Hear insights from Keely Gilliland and Benjamin Danford as they discuss how collaboration can keep families in their homes while benefitting landlords. Visit link in bio to learn more about this vital initiative shaping our future! #GenerosityTransforms #PartnerForGood

The Community Foundation is committed to providing timely updates on legal and policy developments to help you and other professionals who advise philanthropic clients stay on top of best practices in charitable planning. Visit the "Giving Insights" link in bio to learn more on updates on the proposed donor-advised fund regulations. #PartnerForGood #GenerosityTransforms

Happy Juneteenth! 🎉 Our offices will be closed today in observance of the holiday. #GenerosityTransforms

We are grateful for the opportunity to announce more of our Spring 2024 Caring & Inclusive Communities grant partners focused on creating access to affordable healthcare. Together, we're supporting a vision of a community where all our neighbors have access to the resources and opportunities they need to reach their fullest potential, regardless of where they started in life. Join us in celebrating and recognizing our esteemed partners who are dedicated to transforming generosity into lasting change. AIM Center, Inc Cempa Community Care LifeSpring Community Health Orange Grove Center Volunteers In Medicine #PartnerForGood #GenerosityTransforms