In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to Children’s Healthcare of Atlanta. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.
2018 Legacy Advisor Leadership Council
Richard Barnes – BarnesLaw, LLC
Jonathan Byrd – UBS
Jeff Call – Bennett Thrasher LLP
Kim Sexton Collins – U.S. Trust
John Ellard (Chairman) – JOYN Advisors, Inc.
Lori Evers – CPA
Robert W. Fell III – Atlantic Capital Bank
Abbey Flaum – Cohen Pollock Merlin & Small
Chris Gabriel – Merrill Lynch
Matt Garrett – Enclave Advisors, LLC
Kathryn Baldwin Hecker – Arnall Golden Gregory
David H. Hern – Alvarez & Marsal Valuation Services LLC
Stuart Jackson – The Jackson Group
Charlie Jordan – Brightworth
Austin K. Lee – SunTrust Bank
Kristen Lewis – Smith, Gambrell & Russell
Michael Pond – U.S. Trust
Frieda Rakhman – SunTrust Bank
Wes Slagle – Goldman Sachs
Laura Wellon – UBS
Partner With Us
Children's Healthcare of Atlanta Legacy Advisors share a commitment to advancing philanthropy by educating their clients and colleagues about tax-wise and values-based planning. By educating others on the benefits of charitable planning, Children's Legacy Advisors hope to inspire a new community of philanthropists who are able to address their needs for financial security and family legacy while investing in causes they care about most. Children's Legacy Advisors assist donors in the creation of charitable plans that endeavor to represent the best alignment of donors' hearts, minds and wallets. Through cutting-edge training in charitable planning and their commitment to advancing philanthropy, Children's Legacy Advisors are important partners in building a stronger future for tomorrow's children. For more information on how to partner with us, please view our informative brochure.
To apply to be a Children's Legacy Advisor, please email a completed version of the Children's Legacy Advisor application* to Mary McCormack, Senior Director - Legacy Giving at firstname.lastname@example.org. You can also fax a completed application to 404-785-7355 or send it to Children's Healthcare of Atlanta Foundation, University Office Park – Dartmouth Building, 3395 NE Expressway, Suite 100, Atlanta, GA 30341.
*If you are having trouble accessing the form through Internet Explorer, please try Firefox, Safari or Google Chrome. Alternately, you can email Mary McCormack or Kelly Johnson and we will send it right away!
Tools for Professional Advisors
Legal Name: Children's Healthcare of Atlanta Foundation
Tax I.D. Number: #58-1710601
Incorporated In: Atlanta, GA
Stock Transfer Instructions: Children's Healthcare of Atlanta - Gift Clearing Account
DTC # 2039
FFC SunTrust Bank Account #11188
Account Number - 1123354
Tools for Giving
Because donor information does not transmit through the DTC wiring system, please forward a copy of the completed form to: Mary McCormack, Sr. Director at Children's Healthcare of Atlanta Foundation email@example.com or University Office Park – Dartmouth Building, 3395 NE Expressway, Suite 100, Atlanta, GA 30341 or via fax 404-785-7355. If you have any questions please call 404-785-9481.