A passion for philanthropy, a heart for Children's.
Join us on Wednesday, November 13 for the 2019 Legacy Leadership Forum
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.
2019 Legacy Advisor Leadership Council
Jonathan Byrd – UBS
Jeff Call – Bennett Thrasher LLP
Kim Sexton Collins – U.S. Trust
John Ellard – JOYN Advisors, Inc.
Lori Evers – Kingsley Franek LLC
Robert W. Fell III – Southeastern Trust Company
Abbey Flaum (Vice Chair) – Cohen Pollock Merlin Turner
Chris Gabriel – Merrill Lynch
Bryan Galat – DearthGalat LLC
Kathryn Baldwin Hecker – Arnall Golden Gregory
David H. Hern – Alvarez & Marsal Valuation Services LLC
Stuart Jackson – The Jackson Group
Charlie Jordan (Chair) – Brightworth
Austin K. Lee – SunTrust Bank
Kristen Lewis – Smith, Gambrell & Russell
Tiffany McKenzie – Bryan Cave
Janet Mertz – Pathstone Federal Street
Michael Pond – U.S. Trust
Neeli G. Shah – The Law Offices of Neeli Shah, LLC
Laura Wellon – UBS
Partner With Us
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:
- 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 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 Krista Romanowski 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.