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 Development Caroline Kuebler or call her at (901) 722-0036 to
We encourage donors to make gifts in a way that provides the maximum tax benefit while realizing their philanthropic goals. They may make additions to their fund using both current and deferred gifts, including:
An existing private foundation may be converted or contributed to a donor-advised fund or supporting organization of the Community Foundation. This enables a donor to retain the name and purpose of the private foundation while alleviating many of the administrative and compliance burdens.
The Community Foundation can help donors and advisors devise a philanthropic plan that may include various other assets, such as closely held stock (private or restricted stock), qualified or non-qualified stock options, or family-limited partnership interests.