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Partnership for Families, Children, and Adults
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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

Bequest: Empower future generations by arranging for a Partnership gift in your will or trust.

Retirement Plan/IRA: Build a stronger future for our community by naming Partnership as beneficiary of your retirement plan.

Life Insurance: Ensure sustainability of our mission by naming Partnership the beneficiary of an insurance policy.

*There are many types of planned gifts. Consult your financial advisor to determine which planned gifts works best for you.

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 Sharon Love in the Development Department at 423.697.3827 or [email protected].

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
  • Republic Center
  • 633 Chestnut Street, Suit 1900 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

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