Welcome to the Foundation for Legacy Planning!
Doing Great by Doing Good
We educate donors to help them achieve their financial planning and philanthropic goals.
We partner with advisors both to educate their clients and to provide the charitable planning solutions they are seeking.
Planned Giving
Maximize your impact, minimize your tax burden.
Charitable Funds
Turnkey charitable solutions that leave a legacy.
Legacy Academy
Educating advisors for the benefit of their clients.
What We Do
Services
Legacy provides education and consulting services to Donors, Advisor, and Charities to facilitate Charitable Planning. We sponsor Charitable Funds designed to help implement your plans.
What We offer
Turnkey Charitable Solutions
- Pooled Income Funds
- Donor Advised Funds
- Endowments
professional help
Charitable Planning
We develop tax-efficient strategies for your charitable plans and operate low-cost funds to help you achieve your charitable goals.
recent case studies
Our Latest Projects
A sample of Legacy’s recent charitable projects.
Capital Gains
Tax Reduction
Capital Gains
Tax Reduction
Facing a large capital gains tax on the sale of property, Legacy was able to significantly reduce the taxes payable by combining the sale with a contribution to our Pooled Income Fund.
Result: Tax Savings & Lifetime Income.
Employee Stock
Option Exercise
Employee Stock
Option Exercise
A corporate executive exercised a large block of their Employee Stock Options. This pushed their Adjusted Gross Income into the highest marginal tax bracket.
By combining both 1) a contribution to their Donor Advised Fund using a Donation Stacking technique and 2) the Pooled Income Fund contribution, Legacy funded their normal charitable bequests for 10 years, reduced taxes on ordinary income, and created tax efficient Income for Life.
Roth Conversion
Roth Conversion
Pairing a Roth Conversion with a Pooled Income Fund contribution, a Legacy beneficiary was able to offset taxes payable on the conversion.
This tax mitigation strategy is our most popular option because Roth Conversions are typically taxed at the taxpayer’s highest Marginal Tax Rate.
Business Owner
Business Owner
Using corporate earnings, a business owner annually contributes to a Legacy Pooled Income Fund and rolls their distributions forward to support their retirement goals. This strategy creates ongoing tax deductions and Lifetime Income for the business owner upon their retirement.
recent case studies
Corporate Video Showcase
See how Legacy Planning can help with “All Things Charitable.”
recent case studies
Mobile Social Solutions
With a community of over 400 million users (and a majority age group being 18 to 29), wouldn’t you want to make sure you’re monitoring what people are posting on social networks?
Turnkey Charitable Solutions
Our No Fee solutions eliminate the costs of private Trusts.
Legacy Advisor Network
Network of Charitable Advisors available to facilitate your Charitable Plan.
Charitable Funds
We sponsor funds to achieve your charitable goals.
Tax Savings
Eliminate Capital Gains / Deductions on AGI up to 60%.
Roth Conversions
Combine Charitable Funds with Roth Conversions to reduce conversion taxes.
Mega Backdoor 401(k) Roths
Legacy can help with strategies to offset the taxes payable when making Mega 401k Roth contributions. Ask us how.
Pooled Income Funds
Our Pooled Income Funds are designed to create Lifetime Income that is tax efficient.
Our Endorsements
What People Say
who we are
Meet Our Team
Allan & Margaret Harkness
Andrew Lynch
Michael A. Crough
James Hurley
Get In Touch
Contact Details
contact us
Drop Us A Line
Stay Always In Touch
Subscribe to Legacy Link for updates on “All Things Charitable.”