Planned Giving

With Planned Giving, alumni and friends may leave a legacy to Chattanooga State through the Chattanooga State Foundation. To notify Chattanooga State of your planned gift, simply complete and return our Notification Form. A planned gift may be used to establish a named endowment fund. Learn more

For information about our Planned Giving program, please contact Nancy Patterson at 423-697-2630 or nancy.patterson@chattanoogastate.edu.

Retirement Plan Assets

Do you have money saved in an employee retirement plan, IRA or tax-sheltered annuity? Each of these retirement plan assets contains income that has yet to be taxed. Your beneficiaries will owe the income tax at your death, totaling up to 35 percent, which may be reason enough to consider giving your loved ones less heavily taxed assets and leaving your retirement plan assets to charity instead.

Life Insurance


Most of us think of life insurance as protection, especially for our loved ones. But it is also a powerful tool you can use to champion our work far into the future. A gift of life insurance allows you to make a sizeable impact on our work without diluting other assets you've earmarked for your family. If you no longer need the coverage to protect your loved ones, consider changing your policy's beneficiary to support our work

Gifts of Securities in Your Will or Trust


If you've thought about making a gift to the Chattanooga State Foundation but aren't ready to give up your assets today, consider leaving a gift of securities to us after your lifetime through your will or revocable living trust. You can give the property to Chattanooga State Foundation through your will or revocable living trust. 

The official bequest language our Foundation is: "I, [name], of [city, state, ZIP], give, devise and bequeath to the Chattanooga State Community College Foundation [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."
 

Planned Giving Advisory Committee

Chattanooga State is grateful to the following members of the Planned Giving Advisory Committee for their voluntary service to the Chattanooga State Foundation and the Development Office. Members present insight into their areas of expertise, including: charitable giving, trusts, financial and estate planning, investments, tax law, and accounting. Members offer prestigious client services throughout the region and the U.S.A.

  • Mr. Chris Bales
    Morgan Stanley
    820 Broad Street 1st Floor
    Chattanooga, TN
  • Mr. Barton Close
    Raymond James & Associates
    537 Market Street
    Chattanooga, Tennessee 37402
  • Ms. Elsie Lockery
    Regions Trust
    1 Union Square, Suite 400
    Chattanooga, Tennessee 37402
  • Mr. David B. Longley, CLU
    President, The RiverCity Group, LLC
    6105 Preservation Drive, Suite B
    Chattanooga, Tennessee 37416
  • Mr. Steven J. McNally
    First Tennessee Bank
    701 Market Street
    Chattanooga, Tennessee 37402
  • Mr. Donald E. Morton, Esq.
    Miller & Martin
    The Volunteer Building, Suite 1000
    832 Georgia Avenue
    Chattanooga, Tennessee 37402
  • Ms. Dana B. Perry, Esq.
    Chambliss, Bahner & Stophel, P.C.
    1000 Tallan Building, Two Union Square
    Chattanooga, Tennessee 37402
  • Mr. Mark A. Ramsey, Esq.
    Spears, Moore, Rebman & Williams
    Post Office Box 1749
    Chattanooga, Tennessee 37401
  • Mr. Albert W. Secor
    Senior Vice President & Trust Officer, 
    FSG
    531 Broad Street
    Chattanooga, Tennessee 37402
  • Mr. J Kevin Stophel
    Principal, Kumquat
    3001 S Broad Street Suite 200
    Chattanooga, TN 37408
  • Mr. Todd Tindall
    Vice President
    Morgan Keegan & Company, Inc.
    One Union Square, Suite 400
    Chattanooga, Tennessee 37402