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Developing a charitable plan that takes into account your client's financial and charitable needs is no small task. As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge.
We want to be a resource for you as well as a philanthropic partner for your clients. A full understanding of the many possibilities of charitable giving, which can offer specific tax benefits, can also help your clients achieve financial, personal or business goals.
We consider attorneys, accountants, financial planners, insurance agents and other professionals who have relationships with donors to be our valued partners in charitable giving. This section of our site makes tools and information available to help you ensure that your clients receive the full benefit of their contributions while supporting the charities of their choice.
We have an outstanding reputation for integrity and service to donors. And we've developed unique resources for you to use in helping donors craft their charitable giving plans.
Our Foundation is here to help you with the donation process. If you have questions about our advisor resources that have not been answered in this section, please click here to contact us for more information.
The Planned Giving Design Center is a free online service with tools to help you advise your clients about charitable giving. To register or to log in, click here.
The Community Foundation of Greater Memphis accepts gifts of any amount in the form of cash, stock, real estate, personal property, partnership interests or other assets, including gifts through trusts, estates or insurance policies. Click the link at right to review our gift acceptance policy.
The Community Foundation reserves the right to refuse any gift that it believes is not in the best interest of the Foundation. For more information about a particular type of gift, call Frank Horrell at (901) 722-0027.
Policies revised March 18,1999 and current for 2009.
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Save Thursday, May 13, for two continuing education seminars sponsored by the Community Foundation of Greater Memphis and the Planned Giving Council of Greater Memphis:
- What We Have Learned about Federal Estate Tax Changes and Roth IRA Conversions in 2010
- Defined Value Charitable Clauses
- The Latest Charitable Tax Developments
- The Best and Simplest Strategies for Making Charitable Bequests of Retirement Assets
Presented by Christopher Hoyt, J.D., CPA and Professor of Law at the
University of Missouri (Kansas City) School of Law
Mr. Hoyt teaches courses in the area of federal income taxation and business organizations. Previously he was with the law firm of Spencer, Fane, Britt & Browne in Kansas City. He received an undergraduate degree in economics from Northwestern University and he received dual law and accounting degrees from the University of Wisconsin. Professor Hoyt is currently co-chairman of the American Bar Association's Committee on Charitable Organizations (Section of Trusts and Estates). He is an ACTEC fellow and serves on the editorial boards of Trusts and Estates magazine and the Planned Giving Design Center. He is a frequent speaker at legal and educational programs and has been quoted in numerous publications, including The Wall Street Journal, Forbes, MONEY Magazine, The New York Times and The Washington Post.
Location: Fogelman Executive Conference Center & Hotel at the University of Memphis
Morning Session: "What We Have Learned about Federal Estate Tax Changes and Roth IRA Conversions in 2010" and "Defined Value Charitable Clauses"
9 - 11 a.m., two hours CLE, CPE, CFP, CTFA, Insurance, and CEU.
Lunch: "The Latest Charitable Tax Developments" and "The Best and Simplest Strategies for Making Charitable Bequests of Retirement Assets"
noon - 1 p.m., one hour CLE, CPE, CFP, CTFA, Insurance, and CEU.
Sponsors will apply for CLE (Tenn., Ark. and Miss.); CPE Credit: Tax; CFP; CTFA; CEU; and Tennessee Department of Commerce and Insurance and Mississippi Insurance Department continuing education credits.
Your invitation with complete details will arrive later this month.
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