For Professional Advisors
How can we help you?
We share a common goal: excellent customer service. Whether you are an attorney, estate planner, accountant, or financial advisor, you have your client’s best interests at heart. So do we.
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| Larry Bryan, principal of Diversified Trust, and attorney Katina Gaines, of Gaines & Associates, sometimes work together on behalf of a client. |
In this case, our expertise is strategic charitable giving in Memphis and the Mid-South. We bring to the table:
- The opportunity for you to remain your clients’ trusted advisor throughout the process and beyond
- In-depth knowledge of the issues and nonprofits of the region
- Tax- and bureaucracy-free solutions for charitable gifts
- Ability to accept a wide range of gifts – from cash and stock to more complex gifts, such as real estate and partnership interests
- Fund agreements that can be adapted to meet your clients’ wishes and specific needs
- The latest specialized information in charitable tax law
- Public recognition for your commitment to the region’s and your clients’ needs.
This section, designed just for you, outlines the free services we offer to you and your clients, the types of assets we accept, the multiple ways people can establish charitable legacies for themselves and their families now or through planned giving, and how to talk to your clients about the sensitive topic of their charitable giving.
Try our online service: Planned Giving Design Center.
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.
But you always have someone here to talk to.
Our staff is here to help you. If you have questions or would like more information, please Frank Horrell, CFP, CPA at fhorrell@cfgm.org or (901) 722-0027.