Children's Legacy Advisors
A passion for philanthropy, a heart for Children’s.
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.
View a complete roster of Legacy Advisors.
- Abbey Flaum, Chair—Homrich Berg
- Bryan Galat—Galat Law Group
- Charlie Jordan—CI Brightworth Private Wealth
- Chris Gabriel—Merrill Lynch
- Hayley Hall—Davis, Matthews & Quigley
- Jeff Call—Bennett Thrasher
- John Ellard—Wealth Enhancement Group
- Kathryn Hecker—Arnall Golden Gregory
- Kevin Johns—Fifth Third Bank
- Michael Pond—Bank of America
- David Hern—Sofer Advisors
- Neeli Shah—The Law Offices of Neeli Shah, LLC
- Tiffany McKenzie—Harrison & Held
- Janet Brantley—Pathstone
Partner With Us
Mission statement:
Children’s Legacy Advisors unites professionals across disciplines to promote collaboration, education and leadership in legacy and personal giving for themselves and their clients. Our Legacy Advisors share a passion for philanthropy and a heart for Children’s.
Who we are:
- Accountants
- Attorneys
- Insurance Advisors
- Wealth Advisors
- Related Professionals
What brings us together:
- Serving clients and supporting their charitable interests
- Striving for personal and professional growth
We join Children’s Legacy Advisors in order to:
- Create a community of philanthropically-minded peers
- Build meaningful business connections
- Enjoy unique educational experiences
- Enhance our own charitable engagement at CHOA and elsewhere
- Encourage colleagues to participate with us
- Pursue meaningful client giving conversations
To apply to be a Children’s Legacy Advisor, please email a completed version of the Children’s Legacy Advisor application* to Ward Sullivan at ward.sullivan@choa.org. You can also fax a completed application to 404-785-7355 or send it to Children’s Healthcare of Atlanta Foundation, 1575 Northeast Expressway, Atlanta, GA 30329.
*If you are having trouble accessing the form through Internet Explorer, please try Firefox, Safari or Google Chrome. Alternately, you can email Ward Sullivan at ward.sullivan@choa.org 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
Important
Because donor information does not transmit through the DTC wiring system, please forward a copy of the completed form to: Ward Sullivan at ward.sullivan@choa.org or 1575 Northeast Expressway, Atlanta, GA 30329 or via fax 404-785-7355. If you have any questions please call 404-785-9809.