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Planned Giving

Leaving Your Charitable Legacy with The Community Foundation of Middle Tennessee

There are a variety of ways you can make a planned gift and create a legacy through The Community Foundation. We work with you to learn about your charitable goals and offer suggestions for how those goals can be realized through one or more funds within The Community Foundation.

Planned giving through The Community Foundation allows you to establish a charitable legacy, while also providing you with significant financial and tax benefits. Once you are ready to incorporate your charitable goals with financial and estate plans, we can also provide information to your professional advisor.

Your charitable goals may be realized with one or more of the following planned giving options:

Leave a Charitable Bequest in Your Will:

A bequest to a fund within The Community Foundation is an ideal way to ensure that the charitable causes which are important to you and your family continue to be supported beyond your lifetime. You can designate a set amount or percentage of your estate, leave your house or leave all remaining assets. Bequests to The Foundation can create significant tax savings for your heirs.


IRA or Retirement Plan Assets:

You may designate The Foundation as a primary or contingent beneficiary of your IRA or other retirement plan assets to support your charitable interests. Among other options, the IRA Charitable Rollover  is easy for donors with IRAs to ‘rollover’ up to $100,000 once they reach the age of 70½ to public charities without having to count the distributions as taxable income. We’re ready to help our donors take advantage of this legislation and make gifts during your lifetimes. Our personalized service and local expertise helps you address the issues and causes most important to you.


Life Insurance:

You can transfer ownership of a cash value policy during your lifetime to create or support your fund and be eligible for an immediate tax deduction based on the policy’s current value.  Naming The Foundation as a beneficiary of any insurance policy can be part of an estate planning strategy.
 

Charitable Lead Trust:

With a charitable lead trust, you provide income to support your charitable fund now, for a designated period of years or for the lives of individuals.  At the end of the term, substantial tax-reduced or tax-free assets are transferred to your heirs or others you designate.  Your community and your loved ones both benefit from your generosity.

Rosenblum Family

The Ernest and Selma Rosenblum Fund for the Performing Arts is perpetuating a legacy of support for music and the performing arts. Dr. Marvin J. Rosenblum named this fund for his parents, Ernest and Selma Rosenblum immigrants from Russia in the early 1900s and later owners of ... READ MORE.

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For information on current gifts, such as giving stock, personal property or real estate, review the Types of Gifts section.

The Community Foundation of Middle Tennessee offers customized and personal charitable solutions to donors interested in current and planned giving opportunities.

Contact:

To discuss your legacy and how we can help, call Belinda Dinwiddie at The Community Foundation at 615-321-4939, or email bdinwiddie@cfmt.org. When you entrust The Foundation to connect your generosity with need, we honor your wishes in perpetuity.

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Professional Advisors


The resource below was created to help professional advisors guide people through the thoughtful planning process that leads to legacy gifts. Whether or not you have a professional advisor, feel free to use these resources to learn about the different ways you can create a charitable legacy.

Assets for Current and Planned Gifts

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Our Legacy Society

Our Legacy Society recognizes individuals who have let us know about planned gifts through The Commmunity Foundation of Middle Tennessee - we are grateful for the opportunity to help them create lasting legacies. An updated listing of Legacy Society donors is in progress - please check back.