The motivations of our donors are vast and varied. When you work with us, we’ll create a customized donor experience that suits your needs, accomplishes your objectives, and helps you make the change you wish to see in Chattanooga.

Creating a Fund is as easy as 1, 2, 3...

Decide what to give: You can create a fund using cash, publicly traded stock, retirement plan assets, closely held stock, copyrights and life insurance. In some cases, you can give art and real estate. We’re experts in working with charitable remainder trusts and charitable lead trusts, and dissolving private foundations into funds at the Community Foundation.

Decide when to give: Do you want to start a fund for giving today? Or defer your gifts through a will or planned giving vehicle? You can do either, or both.

Contact us. Our President, Maeghan Jones, can help you decide what types of fund or funds suit you and your family. If you’re creating a permanent fund, she can help you draft language in your will that makes the most of your charitable goals.

Get ready to give: We’ll send you an agreement to sign and help you transfer your gift. It’s that simple.


Want to create a permanent fund? We can provide you with the legal language to your advisor to add to your will, revocable trust, IRA or other documents.

Want to involve others? You can name other advisors who may join you or succeed you in recommending grants.  You will have an opportunity to name additional advisors during the fund application process.

Learn how to get started in your philanthropy today