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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.

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About charitable funds
Fund agreements
Investment performance
Philanthropic education
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A trusted philanthropic partner for your practice

The Community Foundation partners with attorneys, accountants, financial advisors, and trust officers to help clients turn charitable intent into meaningful impact.

We offer flexible charitable funds that can be tax-advantageous, simple to administer, and aligned with clients’ financial and legacy goals.

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Beyond tools, we support advisors themselves. Through continuing education, cohort-based philanthropic learning, and peer networks, we help advisors feel confident and prepared to introduce philanthropy as a natural part of planning conversations—strengthening client relationships along the way.

How we support advisors

Charitable solutions for clients

Offer donor-advised funds and other charitable vehicles that integrate seamlessly into financial, tax, and estate plans.

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Relevant and accessible education

Gain practical knowledge and language through continuing education, learning cohorts, and advisor-focused programs.

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Local expertise and insight

Leverage our deep understanding of Memphis nonprofits and community needs to guide informed, values-aligned giving.

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A true partner—not a replacement

We complement your role, handle fund administration and grantmaking support, and keep you at the center of the client relationship.

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In this section

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About charitable funds

Your client starts with a gift of $10,000 or more in cash, stock, or even complex assets, and experiences the community impact, ease, and tax advantage that a fund provides.

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Investment performance

Learn how responsible, flexible financial management ensures the viability of the funds under our care.

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Philanthropic education

Our philanthropic education opportunities are designed to expand expertise and help you integrate charitable planning seamlessly into your client relationships.

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Continuing education

Professional advisors have the opportunity to gain continuing education credit and network with peers through annual, engaging courses co-hosted by the Community Foundation.

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Advisor recognition

We recognize the consistent partnership of professionals who guide their clients to solutions at the Community Foundation, honoring the Navigator Society and annual referring advisors.

When to bring philanthropy into the conversation

Philanthropy often becomes most meaningful during key planning moments. Advisors commonly partner with the Community Foundation when clients are:

  • Experiencing a liquidity event, business sale, or inheritance
  • Planning for retirement, legacy, or multigenerational wealth transfer
  • Holding highly appreciated assets such as stock or real estate
  • Expressing a desire to give back, create family traditions, or support specific causes

We help you identify the right charitable approach—and provide clear, accessible language to make the conversation feel natural and client-centered.

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Professional associations

The Community Foundation is a member of these local organizations and encourages you to get involved, too.

An association for professionals whose work includes developing, marketing, and administering charitable planned gifts. Members include estate planning and tax attorneys, accountants, bank trust officers, financial advisors, consultants, and representatives of nonprofit organizations.

Learn more

An interdisciplinary organization for professionals involved in estate planning. It fosters understanding of the proper relationship between the functions of the life underwriter, trust officer, attorney, accountant, and others, and encourages cooperation among those roles.

Learn more

An organization that promotes financial planning as a profession and its value to the community. It works with the national arm of the Financial Planning Association® to promote the advancement of knowledge in financial planning, supporting programs and projects that help the public learn the benefits of financial planning.

Learn more

A professional association dedicated to the advancement of the state’s certified public accountants. It provides peer networking, educational opportunities, legislative activities, and other member services.

Learn more

Here to help

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Jim Marconi, CAP®, IPA

Philanthropic Advisor

Cultivating relationships with professional advisors

(901) 722-0037

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Angela Richards

Philanthropic Services Associate

Information for prospective donors and professional advisors

(901) 722-0019