Philanthropic advising
Get one-on-one guidance from Philanthropic Services experts who help you clarify your goals and give in ways that align with your values and desired impact.
Concierge guidance
We offer fund holders personalized services to help you fulfill your charitable goals: researching nonprofits, organizing site visits, or facilitating the creation of family mission statements and giving plans.
Take advantage of concierge services from Philanthropic Services team members who are Chartered Advisors in Philanthropy® or 21/64 Certified Advisors, trained to help donors make more strategic decisions through an understanding of their identity and values.
How it works
Connect with us
Meet with our team to talk through your values and your giving goals. We’ll help you clarify what matters most and where to focus.
Create a plan
Explore options together and build a tailored, values-aligned giving plan. Our guidance can help your choices be informed and intentional.
Give with clarity
Put your plan into action with ongoing support from our advisors. Your generosity will reflect what matters most to you.
Refine your vision
As your interests evolve, we’ll help you adapt your giving so it continues to make a meaningful impact for the causes you value.
Community voices
The Community Foundation has done a great job helping our family. We did some exercises to figure out our similar interests. And it’s worked out that we are aligned, with a lot of the same interests and values. “
Four pillars of the donor experience
By choosing the Community Foundation as your charitable partner, fund holders can expect the following experience.
- Dedicated philanthropic advisor, with whom donors can contact directly and meet at any time
- Prompt response to all inquiries and correspondence
- Access to DonorView, your online donor portal
- Customized and streamlined service, so all donors need to focus on is the impact you wish to make—now or in the future.
- Access to communications highlighting philanthropic stories, resources, and tools
- Invitations to educational events and seminars
- Invitations to donor-exclusive events and nonprofit field visits
- Opportunities to learn more about topics and organizations on the front lines of community change
- Deep staff knowledge about organizations meeting the needs of Memphis & the Mid-South
- Access to LIVEGIVEmidsouth, the Foundation’s free online community information system
- Thorough due diligence on all recommended grants
- Recognition or anonymity on any grant recommendation
- Timely communication about gifts made to the Community Foundation
- Quarterly fund statements
- Access to nine professionally managed investment pools, with quarterly investment return statements to ensure preservation and enhancement of the real value of funds
- Annual market outlook and fund performance briefing featuring Prime Buchholz, the Community Foundation’s investment consultant
Next Gen Philanthropic Initiative
Designed for emerging donors, the Next Gen Philanthropic Initiative offers opportunities to learn about local issues, get a deeper understanding of philanthropy, and develop a personal giving approach focused on community impact.
Here to help
Veronica Jamison
Vice President of Philanthropic Services
Overseeing personalized services to help donors fulfill their charitable goals
Frances Tortorich
Director of Donor Services
Donor concierge services: using your fund