The Community Foundation of Greater Memphis works with professional advisors, offering expert and strategic charitable giving solutions while letting you remain your clients’ trusted advisor.
Email Managing Director of Philanthropic Services Caroline Kuebler or call her at (901) 722-0036 to learn more.
We enhance the outstanding service you provide by offering charitable giving solutions.
Opening and maintaining a charitable fund is simple. 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.
GIFTS of stocks, cash, or other assets are given by donors who receive an immediate tax deduction.
You help determine the best assets to strategically donate.
They see those dollars GROW by investing in one of our investment pools.
You help decide which investment pool to choose.
They advise GRANTS to their favorite causes at their convenience.
You have helped them achieve more for their favorite charities.
Contributions to the Community Foundation, a public charity, qualify for maximum deductibility for income, gift, and estate tax purposes.
A fund simplifies charitable giving and reporting and eliminates significant paperwork and administration.
You can rely on us to help you and your clients design a smart, strategic approach tailored to your goals, now or as part of their legacy.
The Community Foundation is uniquely qualified to help create solutions that let clients simplify and consolidate their charitable giving and minimized their tax burden.
“I give to a lot of charities and it’s difficult to keep up with all the receipts”
Open a donor-advised fund. Receive a single tax receipt for gifts into the fund and make grants to the nonprofits you choose, at your convenience.
“I want to use appreciated stock to support my favorite charity, but the nonprofit doesn’t know how to accept that gift.”
Make a gift of stock to your fund. We liquidate it and provide proper receipts; the proceeds are available to grant.
“I hold stock that I want to offload but don’t want to pay a lot of capital gain taxes.”
When you make a gift of stock to your fund, you receive a deduction for the full fair market value and never pay taxes on the capital gains.
“I have an unusual but valuable asset that I want to use to fund my charitable giving.”
We can receive and liquidate gifts of real estate, complicated business interest (such as closely-held stock and limited partnership interests), art, and jewelry. You are able to grant the proceeds.
“I want to put my required minimum distribution in my donor-advised fund.”
You can’t. However, you can open a donor-designated fund and specify an organization to receive its proceeds.
“I want to make sure charities I care about are supported after I’m gone.”
Open a fund now to be funded by your estate. Pay nothing to set it up or change the beneficiaries. When monies come into the fund from your estate, grants can be made annually to your favorite charities - forever!
We salute the attorneys, CPAs, and financial planners who understand the value of giving through a charitable fund, now and in the future. Thank you to the professional advisors who directed their clients to the Community Foundation in 2022 and helped them discover a place where giving does more good for the causes, their community, and their financial plan.