Endowment and Estate Gifts

Do you have dreams of what your legacy will be?

The Foundation can help you chart your legacy with an estate planning gift to support one or more causes that are dear to you.

Was your nonprofit blessed by a donor’s generosity, and now you find yourself in the business of managing an endowment?

We have an etablished track record and experience in managing long term assets, while making sure the fiduciary responsibilities are met. We have been the trusted resource for local nonprofits for a number of years. These include the Ayers Children’s Medical Center, Kirkland Cancer Center, The Girl Scouts, Tennessee Dental Association Foundation (TDAF), Association for the Preservation of Tennessee Antiquities (APTA), Jackson Symphony, Rotary/Youth Town, and many more. We know you are in the business of making sure those needs for which you were founded are met, so let us take care of the endowment management.

Learn more about endowments and estate planning.

See how the Association for the Preservation of Tennessee Antiquities and the Ayers Children’s Medical Center turned their PASSION INTO ACTION with Endowments 

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