About charitable funds
Opening a charitable fund is simple and flexible. Start with $10,000 or more, and experience the community impact, ease, and tax advantage that a fund provides.
Charitable solutions, made simple
A charitable fund at the Community Foundation of Greater Memphis helps advisors solve common client challenges—efficiently, flexibly, and with confidence.
How a fund works
Gifts to a fund in the form of cash, stocks, or other assets are invested and grow tax-free. Donors decides when and where to grant those funds to the causes that matter most to them.
Why partner with us?
Simplify giving and reporting
One fund, one tax receipt, fewer administrative headaches—while supporting multiple charities over time.
Maximize tax advantages
Contributions qualify for maximum income, gift, and estate tax deductibility through a public charity.
Give appreciated assets wisely
Donate appreciated stock, avoid capital gains tax, and direct more dollars to charitable impact.
Unlock complex assets for good
Convert real estate, closely held business interests, or other non-cash assets into charitable resources with expert support.
Grow charitable dollars tax-free
Invest fund assets in professionally managed pools to increase future grantmaking potential.
Separate tax timing from grantmaking
Take a deduction now and recommend grants later—on the client’s timeline.
Create a lasting philanthropic legacy
Establish a fund now or through an estate plan to support favorite charities for generations.
Rely on a trusted local partner
Access CFGM’s community knowledge, nonprofit vetting, and grantmaking expertise—while staying at the center of the client relationship.
Community voices
CFGM was wonderful, helping explain to our client what would happen with her estate plan, and then again when we needed to execute the gift. The process showed me how this worked and how we could partner with someone local instead of a national fund sponsor. “
Here to help
Caroline Kuebler, CAP®, IPA
Managing Director of Philanthropic Services
Creating a new fund, referring friends and family, and philanthropic education