Leaving a Legacy
There are a variety of ways to leave a legacy through The Community Foundation of Middle Tennessee. We are here to learn about your goals and help you design a flexible and personal charitable legacy. Whether you are planning a bequest, gift of life insurance, or another type of gift, we are happy to work with you to provide tailored giving services. While the vehicle for charitable gifts may differ, the effect is the same: enhancing the lives of Middle Tennesseans.
The resources below were created to help professional advisors guide clients through the thoughtful planning process that leads to legacy gifts benefiting the community in perpetuity. If you are ready to combine philanthropic goals with estate planning, we hope you will use these resources to learn about the different charitable vehicles you might use – types of funds – as well as the ways you can establish a fund.
- Types of Funds
- Ways to Establish a Fund
- Planned Gifts
- The Legacy Society
- Special Situations
- Types of Assets
For sample documents you might use in legacy planning, visit http://www.cfmt.org/advisors/docs/. We are happy to work with you through the planning process.
