CFWTN - Advisors

FAQs

Answers to your questions

My client and I have developed a long-standing relationship. If they donate to The Foundation, do I lose that relationship with those funds?
The Foundation’s Board of Trustees reviews our relationships with investment advisors. Should you like to inquire on becoming a partner with The Foundation, reach out to Landon Taylor for more information.

Does the Foundation charge a fee?
Yes, for all funds an Administrative Fee is charged monthly. 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 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 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 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.

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 us 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 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

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

Beth Koffman, MBA, CFRE

Chief Operating 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.

I have some
Questions

I’m looking for
Resources

I need help
Starting a Fund

Answers to your questions

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

Does the Foundation charge a fee?

What services are included in the fee?

My client would like to involve their family in their philanthropy. Can they include other fund representatives?

How will the fund details be reported to my client?