How We Work With You
Whether you are an attorney, accountant, financial planner, or other trusted advisor, the Community Foundation of East Mississippi partners with you to help your clients achieve their charitable goals. We offer expertise and resources to help you present giving options that maximize tax benefits, provide flexibility, and create lasting community impact—both today and for generations to come.
- Simplifying the Giving Process
At the Community Foundation of East Mississippi, we take care of all the details—from transferring assets to maintaining records and handling tax reporting—even when supporting multiple charities through a single gift. Our team is here to answer questions about charitable giving and local nonprofits, and we’re happy to arrange site visits so donors can see firsthand the impact of their generosity. - Flexible Giving Options
You’re looking for effective ways to help your clients give back. We provide sustainable, customizable charitable fund options designed to align with their unique goals and make a lasting impact. - Making Giving Easy
With a deep understanding of local nonprofits and community priorities, we help you and your clients structure gifts for meaningful impact. From simple contributions to complex assets, such as retirement plans, real estate, life insurance, or business interests, we handle the details, making charitable giving smooth and straightforward.
Establish a Charitable Fund
- Donor-Advised Fund
A donor-advised fund provides a flexible, convenient way to support charitable causes on your timeline.
It works like a charitable account: you make an initial contribution, receiving the maximum tax benefits available, and recommend grants to the nonprofit organizations you care about when you’re ready. You can add to your fund at any time with cash, stock, or other assets, making it a simple and sustainable tool for giving. - A Foundation Within the Community Foundation of East Mississippi
Experience the advantages of a private foundation without the expense, time commitment, or administrative burden.
For individuals, families, or businesses with a strong commitment to philanthropy, establishing a foundation within the Community Foundation of East Mississippi offers the flexibility of a donor-advised fund, plus additional support and guidance from our experienced team. This option also offers more favorable tax benefits and lower operating costs compared to a traditional private foundation.
Create a Lasting Charitable Legacy
- Personalized Legacy Funds
An endowed Legacy Fund ensures that your charitable gifts make an impact for generations to come. Your fund can be customized to support a specific organization, cause, or area of interest, giving you the peace of mind that comes with knowing that it will be professionally managed and thoughtfully distributed over time. - Annuities and Trusts
For those seeking to combine income with charitable giving while receiving tax benefits, options such as Charitable Gift Annuities, Charitable Remainder Trusts, and Charitable Lead Trusts may be a suitable fit. Contact us to learn more about these giving strategies and how they can support both your financial and philanthropic goals.
Examples of Planned Gifts
Bequests
Specify a gift in your will or living trust.
View sample bequest language.
Charitable Remainder Trusts
Set up a trust that provides you with income for life, with the remaining assets supporting charitable causes.
Life Insurance
Assign your policy to provide future support.
Retirement Assets
Allocate part or all of your IRA or retirement plan.
Real Estate
Donate property now or retain use during your lifetime, or transfer immediately.
Gifts and Cash
A simple and direct way to support our mission, with immediate impact and tax-deduction benefits.
Gifts, Stocks, and Bonds
Donate appreciated securities to avoid capital gains tax and receive a charitable income tax deduction.
Funds
Choose from various types of charitable funds tailored to your giving style and intent.
Free Estate Planning Guide
Are you ready to plan your will or trust? We would like to give you a FREE Estate Planning Guide. This helpful information may enable you to successfully plan your estate and avoid an accidental disinheritance. You may also ask a question in the comments section. Then plan to use our Estate Planning Guide to record your family information and your estate distribution plans.
Please enter your name and email address. Provide for and protect your family with this Estate Planning Guide.