# # # # # # # Assets for Gifts - Community Foundation of Middle TN - Nashville, TN # # # # # # # # #
Sign Up

Make a Gift or Start a Fund

It’s about taking what you can give and making it meaningful for both you and those who will ultimately benefit. It’s not about the size of the gift; every gift matters.

Give to support a cause, address an issue or help a charitable organization. You can start your own fund, give to an existing fund, or give directly to Middle Tennessee nonprofits.

Assets for Current & Planned Gifts

Whether your client is interested in giving now or knowing what their planned giving options are, we can help.

There are many ways for individuals, families, and corporations to make gifts to The Community Foundation of Middle Tennessee and create opportunities for tax savings for themselves and/or their heirs. We help integrate charitable giving with financial and estate planning through the acceptance of the following assets to establish funds:

Current Gifts: including cash, publicly-traded and closely held stock, life insurance, mutual funds, real estate, and tangible personal property.

Planned Gifts: including bequests, charitable lead trusts, charitable remainder trusts, pooled income fund, deferred compensation plans, or gift remainder interest in residence or farm with retained life estate. Because a bequest to The Foundation allows for an unlimited charitable estate tax deduction, and because combined federal and state estate taxes can be significant, bequests can create tax savings that will be passed on to your clients’ heirs. Through The Community Foundation, a bequest creates a permanent legacy that will serve the community for generations to come.

The IRA Charitable Rollover: At this time of the year, we receive many inquiries about year-end giving opportunities. Among them are questions about whether a donor can make distributions from their “retirement account” into their charitable fund at The Community Foundation. In 2006, a provision was introduced that made it incredibly 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, but this legislation has never been made permanent. So, we continue to keep a watchful eye on the discussion about extending the IRA Rollover in order to pass along this important information. Click to read what we know as of today (December 8, 2015), or call (615) 321-4939.

Do you need more information?

For additional information, we hope you’ll refer to the Professional Advisor Toolkit at right– including “More About Types of Gifts,” the “Options for Giving” booklet, and “More About Planned Gifts." 

Call us to discuss possibilities to meet your clients’ objectives at 615-321-4939.