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Planned Giving

                                                                                                                                                        The 1877 Society

Will you partner with us today to build a stronger, smarter and safer tomorrow? By joining the 1877 Society you can create a lasting legacy while building a stronger future for our community. Joining is easy: simply make a planned gift of any amount to Partnership for Families, Children and Adults and notify us of your decision. Your legacy gift will remain completely local and ensure that our critical services will always be around for those who desperately need them.                                                                                                                                                                                          

Types of Planned Gifts

Bequests: Make a meaningful gift to Partnership that costs you nothing during your lifetime by naming Partnership in your living will or trust.

Retirement Plan/IRA: By naming Partnership as a beneficiary of your retirement plan you can make a substantial future impact and save your loved ones from paying significant taxes owed at the time of your death.

Life Insurance: Did you know you can make a large gift at little cost to you by naming Partnership as a beneficiary of an old or new insurance policy?

*Consult your financial advisor today to determine which planned gift works best for you and your financial goals.

 

Next Steps

To make a planned gift to Partnership, please contact your financial advisor today and return the completed Statement of Intent Form to Partnership, for Families, Children and Adults. If you have already made a planned gift, completing the form allows us to say “thank you” for your generosity. All planned gifts are directed towards Partnership’s Endowment Fund unless otherwise specified. If you have any questions about making a planned gift to Partnership you may contact Racie Hoffman in the Development Department at 423.697.3827 or rhoffman@partnershipfca.com.

Statement of Intent Form

 

Local Estate Planning Experts

The following attorneys offer excellent client services and expertise in the areas of estate planning, trust administration, insurance planning, tax planning and more:

 

Virginia C. Love, Esq.

Shareholder

Baker, Donelson, Bearman, Caldwell & Berkowitz, PC

1900 Republic Centre

633 Chestnut Street Chattanooga, TN  37450-1900

P: 423.209.4118

 

Dana B. Perry, CELA

Certified as an Elder Law Specialist by the National Elder Law Foundation

Chambliss, Bahner & Stophel, P.C.

Liberty Tower

605 Chestnut Street, Suite 1700 Chattanooga, TN 37450

P: 423.757.0228