Advisors

Helping Advisors Help Their Clients

Legacy Global Foundation provides tools for professional advisors to help their clients implement charitable giving strategies.  Whether you are an attorney, a financial planner, a Certified Public Accountant, insurance broker, investment or tax advisor, Legacy Global Foundation has solutions to assist your clients.

Legacy Global offers one­-on-­one consulting for advisors about how to utilize these tools to help their clients integrate charitable giving into an overall financial strategy while reducing taxes. Or, advisors can simply refer clients to Legacy Global to facilitate a customized plan to meet the client’s charitable goals.

For more information on some of the tools utilized by Legacy Global, click on the items listed below:

  • Donor Advised Funds

  • Charitable Remainder Trusts

  • Split Interest Gifts

  • Charitable Gift Annuities

  • Private Foundations

Attend a Seminar to Learn More

Advisors are invited to attend educational seminars to become more knowledgeable about how to apply these tools in a variety of scenarios to enhance charitable giving and limit tax liability.  These events often include continuing education credit..

Legacy Global also offers free content for advisors to use on their websites and in newsletters, brochures and other marketing materials.  To access the marketing content library, click here: (http://www.legacyglobal.org/newsroom) .