For Professional Advisors
HELPING YOUR CLIENTS LEAVE A LEGACY
Through The Community Foundation of Middle Tennessee you can offer your clients a way to create a personal philanthropic fund that is suited to meet their specific needs and interests. There are a variety of funds available to help donors achieve their charitable objectives. To assure mutual understanding, the donor and The Community Foundation sign a formal fund agreement that describes the gift, outlines the administrative procedures, and defines the charitable goals of the fund. Because The Community Foundation may choose not to accept funds which are inconsistent with its objectives, provisions in wills and trust agreements for the creation of funds should be reviewed by Foundation staff. An initial contribution or bequest of $5,000 or more is required to create a named, permanent fund ($10,000 or more is required to create a Scholarship Fund).
- Types of Funds
- Ways to Establish a Fund
- Planned Gifts
- The Legacy Society
- Special Situations
- Types of Assets
For an annual report or a professional advisor’s manual, contact The Community Foundation of Middle Tennessee at 615-321-4939.
