Charitable Giving Strategies

Legacy Global Foundation works with financial and legal advisors and their clients to illustrate how charitable giving can enhance an overall financial plan.  Legacy provides an integrated platform for charitable giving strategies that will work together with a Donors’ personal plan to create a win-win-win solution.

Why Legacy

Charitable Giving Strategies include:

Forming a Family Foundation.  This may be done in a variety of different ways.  Typically, a Legacy Donor Advised Fund is the best option.  Some donors may alternatively choose a Legacy Support Organization, a Legacy Endowment, or a Legacy Private Foundation.

Planned Giving.  Legacy provides solutions to complex estate, business, and tax planning problems.  Legacy partners with financial and legal advisors in working with Donors to maximize social capital.  Legacy offers Split Interest Gifts such as Charitable Gift Annuities and Charitable Remainder Trusts.

Partners-In-Philanthropy.  Legacy partners with existing and brand-new charities to provide back-office administrative support for such organizations.  Administrative services include: Planned Giving programs, Endowment management, accounting and tax services, and charitable resource pooling.

In-House Charitable Charter Programs.  Legacy provides a platform for creating and developing unique charitable programs for communities and organizations around the world.  Sometimes, a person or an organization has charitable intent but lacks the resources and administrative capabilities to start the charitable program.  The solution for this is a Legacy Charter Program.

See Giving Options for more information.

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