For over 50 years, the Community Foundation has helped people give with purpose, strengthening Memphis and the Mid-South.
We make giving easier and more impactful by matching your generosity with the causes and community you care about most.
We offer solutions and resources to donors and the professionals who advise them to help you give smarter and do more good.
We offer funding opportunities that helps nonprofits and students create positive change and build futures.
When you get involved with the Community Foundation, you join a group of people committed to Memphis’s future.
Learn more about the philanthropic hub that connects capital with the solutions that make our community thrive.
We partner with advisors and their clients’ families to align charitable giving with core beliefs and personal principles, helping translate financial and legal strategy into a personalized vision, mission, and giving plan.
Legacy planning conversations are increasingly central to client relationships. At the Community Foundation, we believe legacy is the lasting impact, values, stories, and influence a person passes on, extending far beyond material wealth. For this reason, we take a customized, values-based approach to philanthropic planning that complements the technical work you already do for your clients.
We partner with advisors and their clients’ families to align charitable giving with core beliefs and personal principles, helping translate financial and legal strategy into a personalized vision, mission, and giving plan.
Client retention through generational wealth transfer is a growing concern, and the data tells a compelling story.
Nearly 9 out of 10 next-generation heirs change advisors when wealth transfers happen—and they gravitate toward advisors who offer charitable planning and meaningful legacy support (McKinsey, 2020).
Three-quarters of Millennials identify as philanthropists, compared to just 35% of Baby Boomers, and younger investors are twice as likely as Boomers to select advisors who prioritize philanthropy (Fidelity, 2023).
Incorporating charitable planning into client conversations is one way to strengthen multigenerational relationships before a transition occurs.
One way to help clients continue a family legacy is through a donor-advised fund at the Community Foundation of Greater Memphis, where assets transfer later or upon a triggering event such as disability or death. Structures you may want to discuss with clients include:
Structures to consider include funding a personal legacy fund as described above, or directing a legacy gift to:
Our Development team is available as a technical resource as you structure these conversations with clients, whether you’re weighing the right vehicle for a specific estate plan or want a thought partner on values-based giving. Contact us to discuss how a legacy fund might fit into a client’s overall plan.
Philanthropic Advisor
Cultivating relationships with professional advisors
Managing Director of Philanthropic Services
Creating a new fund, referring friends and family, and philanthropic education
Director of Philanthropy
Learning more about and supporting the FOREVER Funds
Philanthropic Services Associate
Information for prospective donors and professional advisors
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