Why Partner With Us
Our role is to support the charitable giving process while you continue to guide the overall planning relationship.
Your clients trust you to help them make thoughtful decisions about what they have built and what they want to leave behind. When generosity becomes part of that planning, CFM can serve as a steady partner.
We work alongside financial advisors, CPAs and estate planners to make charitable giving easier to navigate, easier to manage and easier to carry forward.
How CFM Benefits You
Local Knowledge
We understand the needs across central and southwest Mississippi, and we can help connect your clients’ generosity to meaningful opportunities.
Flexible Giving Options
From donor-advised funds to scholarships, endowments and legacy gifts, we help structure charitable plans around each client’s goals.
Support for Complex Gifts
We can help your clients give more than cash, including appreciated stock, real estate, business interests, or other assets that may create a larger charitable impact.
Long-Term Stewardship
CFM is built to carry charitable intent forward. We help ensure your clients’ giving is managed with care today and into the future.
Personalized Support
We work alongside you and your clients with clear communication, practical guidance, and responsive support throughout the giving process.
Next-Generation Giving
Many families want to involve children or grandchildren in giving. We can help create a structure that makes generosity part of a larger family story.
A Trusted Partner
You remain the trusted advisor. We support your relationship by handling the charitable details, including administration, compliance and grantmaking.
“A lot of people want to invest more locally, but they don't always know exactly how to do that. The Community Foundation for Mississippi helps connect philanthropically minded people with great local causes in communities around the state.”
— Jamie Mallinson, Principal and Wealth Advisor, Bernstein Private Wealth Management
When We Can Help
As you help clients make important decisions about their resources, giving may become part of the conversation. Here are a few examples of when your guidance, paired with CFM’s local knowledge and charitable giving expertise, can help clients support the causes they care about and carry their generosity further.
When a client is preparing to sell a business, charitable planning may be an important part of the conversation. CFM can work with you to explore giving options that support your client’s goals and help turn a major financial moment into lasting community impact.
Your client can turn real estate gains into community impact. The value of your real estate may exceed that of any other asset you own. Use it to establish or contribute to a community foundation fund; you can fulfill charitable interests and receive tax benefits.
Some clients want their giving to continue beyond their lifetime. CFM can help create a plan that reflects their wishes, supports the organizations or causes they care about and carries their generosity forward with care.
We can help clients consider gifts such as appreciated stock, real estate or business interests, while working with you to support the broader financial and tax planning conversation.
Clients may have life insurance policies they no longer need for their original purpose. By naming CFM as a beneficiary or transferring ownership of an existing policy, they may be able to make a meaningful charitable gift in a way that fits their long-term plans.
How Your Clients Can Give
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Donor-Advised Fund
Contribute now, let your gift grow, and recommend grants to the causes you care about when you’re ready.
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Designated Fund
Choose the organization you want to support, and CFM handles the rest.
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Field of Interest Fund
Tell us what causes matter to you, and CFM helps direct funding where it can do the most good.
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Scholarship/Award Fund
Establish a scholarship, set the criteria, and help open doors for students.
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Planned Giving
Include CFM in your estate plan and create a charitable legacy that continues beyond your lifetime.
Questions?
Contact us to find out if there are credits available and for information about qualifying endowments.