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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 Director of Professional Advisor Development Frank B. Horrell, CPA, CFP® or call him at (901) 722-0027 to learn more.

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Donor Stories

Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others.

  • Bequests
    Gene was a faithful supporter of a number of organizations, including the Church Health Center, MIFA, the Mid-South Food Bank, and Second Presbyterian Church.
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  • Capital gains tax bypassed
    Leonard was nearing retirement from an executive position at a major corporation. Over the years, a significant portion of his compensation was...
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  • Endowment gift
    Duncan admired the work of Bridges and the Emmanuel Episcopal Center. He established an endowed donor-designated fund to...
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  • IRA charitable rollover gift
    Bill was a longtime member and chair of the Scholarship Committee at the Community Foundation. He never had children...
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  • Property turns into income
    Ginny and Ben owned a number of rental properties that they had held for 15+ years and that they no longer wished to manage...
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  • Part gift and part sale
    Elizabeth and Walter owned a building that had been the site of their family business for decades. When they moved the operation...
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  • Current gifts
    Mandy's income fluctuates from year to year because she has a commission-based salary. She is passionate about supporting theatre...
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  • Unspent retirement savings
    Anthony built up a significant retirement savings with his 401(k) plan over a long career as the head of a real estate firm. In fact, he saved beyond...
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  • Bequest of insurance
    Shelby bought a life insurance policy naming her donor-advised fund at the Community Foundation as the beneficiary. She also provided...
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  • A bequest to save taxes
    Stephen supported several charitable organizations during his lifetime including the Salvation Army and Porter-Leath...
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  • Gift of life insurance
    Peter purchased a whole life policy years ago to guarantee funds for his children's education. His children have graduated...
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