Gift Planning Gift Planning

Gift Planning Menu

We offer a complete tax update service for attorneys, accountants, financial advisors, insurance agents, and trust officers. We are available to assist in helping you provide clients with clear and understandable gift illustrations.

Email Managing Director of Philanthropic Services Caroline Kuebler or call her at (901) 722-0036 to learn more.

Gift Options

The Community Foundation can receive a variety of assets, from the simple to the complex.

Case Studies

The Community Foundation is uniquely qualified to help create solutions that let clients simplify and consolidate their charitable giving and minimized their tax burden.

Charitable Tax Reference

GiftLaw Pro is a complete charitable giving and tax information service, available for free to professional advisors.

Deduction Calculator

The GiftLaw Calculator is a planned gifts calculator for professional advisors that follows the IRS format. Run charitable deduction calculations for different types of plans.

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