Helping 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. This is true for donors making current or planned gifts, and in either case an initial contribution $5,000 or more is required to create a named, permanent fund ($10,000 or more is required to create a Scholarship Fund). We ask that all provisions in wills and trust agreements for the creation of funds be reviewed by Foundation staff to ensure our understanding the donors’ objectives and determine our ability to carry out their philanthropic intent.
We hope you will further explore the ways clients’ goals can be achieved through The Community Foundation of Middle Tennessee with the informational resources we’ve provided here:
• Assets for Starting a Fund
• Special Situations
• Types of Funds Available Through The Community Foundation
• Planned Giving Design Center