We make philanthropy simple, powerful and effective
Clients expect professional advisors to provide the same level of expert advice about philanthropy as they do regarding estate planning, trust or financial services. Recent research shows that clients expect their advisors to bring up charitable giving as part of the planning conversation. When talking with a client about the sale of a business, closely held stock, an inheritance, or other complex transactions, advisors often suggest philanthropy as a solution. The Jackson Community Foundation can help facilitate these matters. Many Jackson philanthropists recommend the Community Foundation as the best choice because of our experienced staff, range of giving options, capacity to accept complicated assets and deep community knowledge.
Gifts of $250,000 or more may qualify for our Individually Managed Fund allowing you to keep your investment advisory while receiving the tax advantages and resources at a community foundation:
To go to the New Fund Resources tab for more information on all of your endowment fund options:
Deciding to Give Worksheet helps you identify your clients needs:
The Carter-Wickwire Legacy Society
Making a bequest and becoming a Carter-Wickwire Legacy Society member is easy. Ask your legal council to include the following form in your estate plan: