Cornerstone Management

Cornerstone Management is a finance institution located at 3237 Satellite Boulevard in Duluth, Georgia, United States. With over 30 years of experience, we specialize in providing independent financial planning services to Christian nonprofit organizations. As an outsourced chief investment officer and planned gift administrator, we support our clients' values and stewardship of investments and charitable gifts.

Our Christian investment service committee utilizes a proven process to develop comprehensive investment solutions for each client. We provide complete administration and compliance for Charitable Trusts, Gift Annuity Programs, Donor Advised and Endowment Funds, and more. Our team can also assist in the preparation of estate and gift design proposals.

Donor advised funds (DAFs) are a rapidly-growing giving tool, and we can help with the administration of these funds. We also offer support for your planned giving staff and can assist in revitalizing your charity's gift annuity program.

At Cornerstone Management, our mission is to preserve, grow, and distribute the assets entrusted to the Christian nonprofit community. We serve as an outsourced chief investment officer for various types of assets and provide administration services such as distribution processing and regulatory filing preparation.

Our team of Christian financial advisors takes a personal and professional interest in the mission and purposes of our clients. We believe in aligning our faith and values with those of our clients, and our corporate values include integrity, stewardship, teamwork, excellence, and personal and corporate responsibility.

If you are looking for a nonprofit financial advisor who specializes in the unique financial considerations of nonprofits, Cornerstone Management is here to help. Contact us at (770) 449-7799 to learn more about how we can assist your organization in achieving its financial goals.