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 Director of Development Caroline Kuebler or call her at (901) 722-0036 to learn more.

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Ways to Give

What to Give

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:

  • Gifts of Stocks and Bonds
    Easy and tax-effective transfer of appreciated securities, including stocks or bonds.
  • Gifts of Real Estate
    Appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property.
  • Gifts of Retirement Assets
    Part or all of unused retirement assets such as a gift from an IRA, 401(k), 403(b), pension, or other tax-deferred plan.
  • Gifts of Cash
    Simple and easy gifts of cash.
  • Gifts of Insurance
    Including an insurance policy that has outlasted its original purpose. For example, a donor may have purchased a policy to provide for minor children and they are now financially independent adults.
  • PRIVATE FOUNDATIONS
    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.
  • OTHER ASSETS
    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.
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