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Whether you’re happily retired, recently retired, or still in your working years, including a charitable giving component in your overall financial plan can have significant income and tax benefits. Legacy Global provides integrated charitable giving strategies for donors to maximize donor benefits including:

  • Increased income
  • Maximum tax benefits
  • Security for heirs
  • Establishment of a charitable legacy

Who is a candidate for planned giving?

If one or more of the following situations apply, Legacy Global can show you how you may benefit from planned charitable giving:

  • Selling an appreciated property, investment or business
  • Large IRA or 401(k) and an otherwise taxable estate
  • No children (or when the children already have an acceptable inheritance)
  • Taxable estate – to capture funds otherwise lost to taxes for social security
  • Fixed income investment alternative
  • Need income tax deduction for other planning purposes
  • Planning for Medicaid spend down requirements
  • Highly compensated – putting away tax deductible funds for the future
  • Creating cash flow from unproductive or underproductive asset
  • Fund asset replacement life insurance premiums
  • Reducing the cost and compliance overhead, and improving the tax benefits of Private Foundations

In addition to meeting specific financial needs, an integrated charitable giving plan can also assist with:

  • Establishing charitable intent and other giving objectives
  • Retaining family influence and accountability for the charitable use of funds
  • Passing family values and mission to future generations
  • Protection from elder abuse or exploitation

Tools

Legacy Global works with donors and advisors to design and implement a variety of charitable giving tools depending on each donor’s specific needs and goals.

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