LegacyTree Foundation is a 501(c)(3) faith based organization that creates strategic partnerships to positively impact families for generations while fulfilling our mission to provide spiritual, physical and humanitarian aid to those in need.
Provides immediate or deferred income for a specified term of years and allows named beneficiaries to receive any remainder income. Beneficiaries can also include named charities.
Provides immediate or deferred income for one or two lives. Income can be used to fund life insurance or used for retirement or even provide lifetime income to children.
The Legacy Endowment Advised Fund (LEAF) is a donor advised fund which provides the flexibility of advising the charitable distributions to multiple organizations and the ability to advise such distributions on an annual basis. The charitable deduction is for the full asset value with a five year carry forward.
Common assets like annuities, securities, real estate, and liquid assets can fund a LegacyPlan. These options provide structured income, reduce taxable gains, offer immediate tax deductions, and support charities. LegacyPlans help achieve financial, tax, and philanthropic goals while benefiting heirs and causes you care about.
Read MoreUtilizing your annuity to fund a LegacyPlan may help avoid passing on accrued gains to heirs by setting up a structured income for heirs while helping support charities.
Using stocks, bonds, or mutual funds to fund a LegacyPlan lets you exit appreciated securities, reduce taxable gains, and enjoy an immediate tax deduction.
If you own any type of real estate such as rental property, second home, farmland, commercial or industrial property, a LegacyPlan can help you exit the property while eliminating a portion of the capital gain.
Utilizing liquid assets to fund a LegacyPlan provides immediate tax benefits that can be used creatively to achieve a number of objectives, such as accessing qualified funds more tax efficiently, or simply lowering taxes.
LegacyTree Foundation provides ongoing support to a select number of organizations that are making a significant impact in areas that align with the LTF mission.
Read MoreMeet our passionate team of dedicated professionals, including our President/Director, Secretary/Treasurer, VP of Operations, Case Design Specialists and Board of Directors all committed to driving meaningful change and impact.
Taylor McCroskey, our Case Design Specialist, passionately supports…
Nanette Beebe, our Secretary/Treasurer, established the organization with…
Kevin Kirkpatrick, our Case Design Specialist, skillfully manages…
John Frazier, our Case Design Specialist, passionately supports…