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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.
Our Foundation and staff offer resources for you and serve 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.
Whether you are an attorney, accountant, financial planner, insurance agent or other professional advisor, you are our valued partners in charitable giving. You an access from this page tools and information to help ensure your clients receive the full benefit of their contributions while supporting the charities of their choice.
Our staff is here to help you with the donation process. If you have questions or would like more information, please contact Frank Horrell at (901) 722-0027.
The Planned Giving Design Center is a free online service with tools to help you advise your clients about charitable giving. Register or log in 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. 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 2010.
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