Advisor Resources
Practical tools and examples to support conversations with your clients.
When charitable giving becomes part of the conversation, CFM is here to support you and your clients.
We work alongside financial advisors, CPAs and estate planners to help make charitable planning more straightforward, whether a client is selling a business, planning an estate, giving complex assets or thinking more intentionally about their legacy.
Explore Resources for Advisors
Use these resources to help clients understand their options and think through the charitable decisions that may be part of a broader financial or estate plan.
How CFM Can Help Your Client
From a business sale to estate planning, charitable giving can become part of the conversation at key moments. Explore client scenarios that show how CFM can work alongside advisors and their clients to find the right approach.
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When ChemFirst was acquired by DuPont in 2002, the company chose to dissolve its private foundation and transfer the assets to the Community Foundation of Greater Jackson.
The assets became the ChemFirst/FirstMississippi Corporation Charitable Endowment Fund, creating a permanent charitable resource that has continued supporting organizations and initiatives across central Mississippi.
For advisors, the story shows how a community foundation can provide a long-term home for charitable assets when a business transition changes the structure around them.
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Peggy Huff Harris wanted to honor her son and continue supporting the organizations that mattered most to her. Through her estate plan, she created the Thomas G. Ramey and Peggy Huff Harris Fund at CFM.
The endowed fund continues providing annual support to charitable organizations selected through her estate planning.
For advisors, her story shows what thoughtful planning can make possible when charitable intentions are clearly documented and built into an estate plan.
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Zeita Parker knew how she wanted her estate to benefit the Mississippi Schools for the Deaf and Blind, but her charitable intentions had not been fully documented with CFM before her death.
That gap required CFM and her professional advisors to work through additional steps to carry out her wishes.
For advisors, the lesson is clear: documenting charitable intentions and communicating them with the organizations involved can help ensure a client’s wishes are carried out more smoothly.
Bring CFM Into the Conversation
You remain the trusted advisor. CFM can help with the charitable side of the plan, from fund structures and complex assets to legacy giving and local nonprofit knowledge. If a client is considering a charitable fund, business transition, estate gift or other giving opportunity, we’re happy to be part of the conversation.