Tax Strategies

Legacy works with professional advisors in developing customized plans for donors and clients.  This planning uses Family Foundations, Split-Interest Gifts, and other charitable tools to achieve donor goals.  Legacy continues to develop new strategies and best practices for integrated giving plans.

Legacy specializes in providing solutions to complicated problems.  Legacy frequently assists donors and advisors with the following situations:

  • Tax Efficient Corporate Exit Strategies
  • IRA Strategies
  • Sale of Appreciated Assets

Contact Legacy for a free review of your integrated giving plan.