The Anne & Charles Roos Fund was established in 2018 to honor Jan Bushing, her leadership as Chair of the Save the Dragon Campaign, and her countless hours restoring the Fannie Mae Dees Dragon’s mosaic vignettes. Today, the beloved ceramic-tiled dragon continues to enchant Hillsboro Village Park.
Create a Legacy
Culminate a Lifetime of Giving
Build a legacy that lasts by continuing to support the causes you cherish, even beyond your lifetime.
Legacy planning isn’t just for the future; it’s about making a meaningful difference now and leaving a footprint that extends far beyond our years. When you choose to include charitable giving in your estate plans, you provide essential support to nonprofits across our community.
It is a lifelong journey that not only honors your values but also ensures they endure beyond your lifetime. Whether it involves designating charitable assets from your estate or endowing a fund to support your cherished causes for years to come, this form of giving creates a lasting foundation for future generations.
By choosing to give later, your dedication to the Nashville area and its betterment is more than just remembered—it continues to influence and inspire. Embrace the opportunity to forge a legacy of love, support, hope, and belonging. Through your planned contributions, you help sustain the community you love, ensuring it remains vibrant and resilient for generations to come.
Our Promise: Flexibility, Impact, and Connection
- Flexibility in Giving: We understand that your personal and financial circumstances may change. CFMT offers the flexibility to adapt your giving plan to your needs, ensuring that you can continue to support the causes dear to your heart without worry.
- Amplified Impact: By partnering with CFMT, your contributions are pooled with those of like-minded donors. This collective power enables us to tackle significant issues effectively and sustainably, ensuring your generosity reaches its fullest potential.
- Deep Community Connections: Our extensive knowledge of local needs allows us to direct funds where they can make the greatest impact. From enhancing education and healthcare to bolstering arts and culture, your legacy could redefine the future of Middle Tennessee.
“A planned estate gift or fund requires a partner that you trust to manage the funds and implement your philanthropic goals in your name. CFMT is our philanthropic partner, and we could not be more confident that our planned estate fund is in the best hands.
The team helped us establish our estate giving plan and articulate the goals and parameters for how funds would be managed and distributed after we pass. They are incredibly warm, thoughtful, knowledgeable, and professional.”
-RJ Comer & Deborah Rosenthal
Starting is simple.
Whether you’re looking to honor a loved one, celebrate a milestone, or ensure your favorite cause is supported forever, we’re here to help you craft a legacy that truly reflects your passion and values. Our team is ready to guide you through every step, making it easy to connect your generosity with impact.
Through CFMT, you can create a lasting legacy that supports future generations in our community. Here are several ways you can make a meaningful contribution through your estate:
Leave a Charitable Bequest in Your Willexpand_more
A bequest to a fund within CFMT is an ideal way to ensure that the charitable causes important to you and your family continue to be supported beyond your lifetime. You can designate a set amount or percentage of your estate, leave your house or leave all remaining assets. Bequests to CFMT can create significant tax savings for your heirs
IRA or Retirement Plan Assetsexpand_more
You may designate CFMT as a primary or contingent beneficiary of your IRA or other retirement plan assets to support your charitable interests. Among other options, the IRA Charitable Rollover is easy for donors with IRAs to ‘rollover’ up to $100,000 once they reach the age of 70½ to public charities without having to count the distributions as taxable income. We’re ready to help our donors take advantage of this legislation and make gifts during your lifetimes. Our personalized service and local expertise helps you address the issues and causes most important to you.
Life Insuranceexpand_more
You can transfer ownership of a cash value policy during your lifetime to create or support your fund and be eligible for an immediate tax deduction based on the policy’s current value. Naming CFMT as a beneficiary of any insurance policy can be part of an estate planning strategy.
Charitable Lead Trustexpand_more
Community Foundation of Middle Tennessee offers customized and personal charitable solutions to donors interested in current and planned giving opportunities. When you entrust CFMT to connect your generosity with need, we honor your wishes in perpetuity.
Donor Resources
How To Leave A Legacy
Types of Gifts
Katie Marchetti
Vice President of Philanthropic Services
Your Community. Your Legacy. Our Commitment.
You love Middle Tennessee. So do we. Let’s ensure it remains a beautiful community for everyone, now and forever.
Contact us today, and we will discuss how your legacy can become part of Nashville’s enduring strength. Together, we’ll plan for a future where everyone in our community can thrive.
