Continuing
Education Seminars. The Community Foundation of Greater Memphis typically
sponsors two continuing education seminars annually. The seminar is
May 13 at The Crescent Club.
We're Here for You
Your clients count on you for advice. We're here to provide any assistance you need to
help your clients maximize the benefits of their charitable gifts. As your local
charitable giving resource, we work in partnership with you to meet the needs of your
clients.
Whether you're looking for sample language, advice on local nonprofits or the latest news
from the Internal Revenue Service, we have the information you need. Twice a year, we
offer continuing education programs about charitable gift planning. If you don't receive
our mailings and would like to be added to our mailing list, please send us your name. If you'd like more information
about the ways we work with professional advisors and their clients, contact Dan Murrell
at dmurrell@cfgm.org 722-0036.
We also provide the Planned Giving Design Center, a free online service
with tools to help you advise your clients about the benefits of charitable giving. It
features:
- Philanthrocalc, an interactive
calculator that assists you in determining the tax benefits of charitable gifts;
- news alerts with concise summaries of the
regarding the latest IRS pronouncements, court decisions and legislative developments
affecting charitable taxation;
- detailed commentaries on rulings,
decisions and legislation; and
- articles by nationally acclaimed experts
about integrating planned giving techniques into a client's overall financial and estate
plans.
Register for this service today.
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Enter the Planned Giving Design Center
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Our Gift Acceptance Policies
Fund Agreements
Donor-advised fund
Nonprofit fund
Talking to your clients about philanthropy - Read tips from an expert in Creative Giving. (You will need Adobe Acrobat Reader to
open this file.)
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