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.

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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy way for you to make a gift to the Community Foundation. We work with you and your legal and tax advisors to help fulfill your charitable goals while providing maximum tax benefits.

Gift of Stock and Bonds
Stock/Bonds
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Benefits May Include:

  • Avoiding paying capital gains tax, and
  • Receiving a charitable income tax deduction.
Click here for information on making gifts of stock or other securities. To ensure proper allocation of the gift, please notify us of the transaction at [email protected].
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