CFWTN - Advisors

FAQs

Answers to your questions

What is The Foundation?
The Community Foundation of West Tennessee was established in 1985 to strengthen the health and well-being of our region by serving as a catalyst for positive changes in the arts, education, healthcare, and other causes. It enhances the quality of life for local residents by supporting programs, initiatives, and organizations serving rural West Tennessee.

Why should I recommend The Foundation rather than helping my client to create their own foundation or nonprofit?
There are many benefits to starting a fund with The Foundation rather than creating a new foundation or nonprofit. Click on the Foundation Fund versus Private Fund link in the Advisors Toolkit for more information.

If The Foundation seems like a fit for my client, what types of funds are there?
The Foundation has several types of funds available. The most popular options for donors looking to make larger gifts for estate or tax planning are Donor Advised Funds and Endowments. Click on the Donor Advised Fund versus Endowment link in the Advisors Toolkit for more information.

What types of gifts can my client make to The Foundation?
Because The Foundation is managing a large portfolio of assets, we are equipped to accept gifts in various forms including securities and real estate among others. For full guidance on The Foundation’s Gift Acceptance Policy, click on the Gift Acceptance link in the Advisors Toolkit for more information.

Can my client choose different investment options?
Yes, depending on the type of fund they choose to open, our Board of Trustees has developed several different investment options that will promote growth while keeping in mind the donor’s risk tolerance. Click on the Investment Options link in the Advisors Toolkit for more information.

Resources

Advisors Toolkit

For alternative methods of giving such as checks, stock, Donor Advised Funds, or planned gifts, or if you have any questions, please contact The Foundation office at (731) 984-2140.

Donor Advised Fund vs Endowment

Foundation Fund vs Private Fund

The West Tennessee Healthcare Foundation allows many of our clients to give where their heart and passions lie. It serves as “a one-stop shop” for managing our client’s charitable giving, offering convenience, flexibility and tax advantages. It offers an immediate tax deduction and gift receipt upon donation, as well as the opportunity to make grant recommendations to the charities they care about and support over time. It’s a great partnership for our clients, charities, the communities involved and The Foundation.

The Wehner Darby Group, UBS

Our Partners

Foundation Trusted
Advisors

The Foundation values our partnerships with accountants, attorneys, and financial advisors who understand the impact of philanthropy for their clients. This group of respected professionals have been long-time champions of The Foundation and its charitable work throughout West Tennessee and beyond.

Join Us

Laura Williams

Timothy Wehner

Rainey, Kizer

Reviere & Bell PLC

John C. Wehner, CRPC

The Wehner Darby Group

UBS

Dwight Tomlin

The Tomlin Lowery Group

Morgan Stanley

Darryl Presley, AIF

First Bank Investment Partners

Raymond James

Kasi K. Darby, CRPC

The Wehner Darby Group

UBS

Nancy Choate

Spragins, Barnett & Cobb, PLC

We Can Help

Don’t Do It Alone

Donors look for greater accountability, transparency, and concrete results from the charities they support. You can have confidence when you trust The Foundation for your philanthropy that our work, governance, and policies strive for the highest level of transparency and best practices. We are proud to have earned Guidestar’s Gold Seal of Transparency. GuideStar is the world's largest source of information on nonprofit organizations.

Get In Touch

Landon Taylor, MAcc

Chief Financial Officer

Advisors

As your partner in charitable giving, we want to achieve success at multiple levels: for you, for your clients, and for the community.

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Starting a Fund

Answers to your questions

What is The Foundation?

Why should I recommend The Foundation rather than helping my client to create their own foundation or nonprofit?

If The Foundation seems like a fit for my client, what types of funds are there?

What types of gifts can my client make to The Foundation?

Can my client choose different investment options?