Advisor Resources
Since 1952, advisors have helped their clients create funds at the Community Foundation of Shelby County that provide a lasting benefit to the community. In our role as a neutral partner, we create innovative solutions that help advisors successfully accomplish their client’s charitable goals and maximize their charitable deduction
Bequest Language
When we receive a gift from an estate, often a Last Will and Testament or a pre-written Community Foundation fund agreement guides the way your client wishes to have their gift administered. We put your client’s gift to work to benefit the community or any aspect of it that they request. Click here for downloadable bequest language.
