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


Answers to your questions

  • My client and I have developed a long-standing relationship. If they donate to the Community Foundation, do I lose that relationship with those funds?

    The Community Foundation’s Board of Trustees reviews our relationships with investment advisors. Should you like to inquire on becoming a partner with us, contact our staff at (731) 984-2140 for more information.
  • Does the Community Foundation charge a fee?

    Yes, an Administrative Fee is charged monthly for all funds. For the current fee schedule, click on the Administrative Fees link in the Advisors Toolkit for more information.
  • What services are included in the fee?

    The Community Foundation strives to be a valuable resource and trusted partner for our funds. The administrative fee charged provides funds with services such as: Compliance with IRS and State filings – Audit, 990, 1099s, Annual Report, Charitable, Solicitations, Access to online donor portal for real-time fund information, Knowledge base in our staff who are credentialed in their field of expertise.
  • My client would like to involve their family in their philanthropy. Can they include other fund representatives?

    Yes, when a fund is started with the Community Foundation, fund representatives are named who will be the authorized individuals to recommend distributions and review fund activity. The donor specifies which representatives should have this access.
  • How will the fund details be reported to my client?

    The Community Foundation offers funds access to a donor portal much like online banking. They will be able to see their gift and payment activity and submit requests for distributions. We also offer custom reporting upon request.

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 us at (731) 984-2140.

The Community Foundation of West Tennessee 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 Community Foundation.

The Wehner Darby Group, UBS
co-workers posing together
Our Partners

Foundation Trusted

The Community 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 Community Foundation and its charitable work throughout West Tennessee and beyond.

Join Us

Timothy Wehner

Rainey, Kizer
Reviere & Bell PLC

John C. Wehner, CRPC

The Wehner Darby Group

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

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 Community 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
Beth Koffman, MBA, CFRE

Beth Koffman, MBA, CFRE

Chief Operating Officer