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Advise Your Client

The spirit of philanthropy grows in individuals, families, and businesses which, in turn, enhances and improves our community beyond measure.


The Foundation works with financial advisors, attorneys, and accountants to assist with clients’ needs. We offer a variety of services that offer maximum tax benefits to your clients.  We provide opportunities for charitable giving with present giving, estate planning, and corporate giving.  We perform the administrative responsibilities, allowing your clients to enjoy the rewards and benefits of giving.


Help your clients plan their giving today to ensure their legacies live on in perpetuity. Clients may leave a gift to the Pinebelt Foundation in their will and specify to which cause they would like to have the gift directed.  Whether it is to a scholarship, unrestricted field of interest or designated fund, the Foundation will honor your client’s legacy and charitable wishes.

Establishing a legacy

Alex Katrishin was injured with only a couple weeks left in World War 2 and worked his whole life selling watches as a street vendor.  This unlikely philanthropist left appreciated stocks and a lasting impact for those who served him so well in his final years.

 Accepted Assets 

  • Cash

  • Publicly Traded Securities

  • Bonds

  • Mutual Fund Shares

  • Private Securities

  • Real Property

  • Tangible Personal Property

  • Life Insurance Policies

  • Retirement Assets (IRAs, retirement plans)

  • Trust Assets

  • Estate Assets

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