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.
LegacyTree Foundation offers several LegacyPlans to help your clients achieve their goals, whether it is
maximizing a charitable deduction or providing income for retirement or beneficiaries, you will find the
program that best suits your client’s goals.
beneficiaries,
A bargain sale coupled with an installment income to provide an income for a term of years with named beneficiaries and immediate tax benefits.
A charitable gift annuity that provides an in income for one or two lives with immediate tax benefits.
A donor advised account that provides the flexibility to advise distributions to charitable causes on an annual basis
LegacyPlans are not just for the wealthy. In fact, LegacyPlans are available to anyone who would like to create valuable tax benefits, structure an income for themselves and/or heirs, and support their favorite charities. Contact us or your financial advisor to see how you and your family can benefit from a LegacyPlan!
LegacyPlans can be funded with a variety of assets, including cash, securities, annuities, real estate, and other liquid assets. This flexibility allows donors to maximize their financial and philanthropic impact while optimizing tax benefits.
LegacyPlans enable donors to recommend their favorite charities to receive upfront grants, providing immediate support to causes they care about. This creates a lasting impact while aligning with their philanthropic goals.
Yes, LegacyPlans are designed to be versatile and can be tailored to meet your specific financial, tax, and charitable objectives. Work with us or your financial advisor to create a plan that fits your unique goals.
The Term Certain LegacyPlan offers guaranteed income for a set number of years, with the flexibility to start immediately or be deferred. It allows beneficiaries, including charities, to receive any remaining income if the donor passes before the term ends.
Tax Savings & Future Income
Reduce taxes during working years and set up future retirement income or inheritance for heirs.
Flexible Funding Options
Fund with real estate, securities, or liquid assets to achieve long-term financial goals.
Charitable Contributions
Designate charities as beneficiaries and receive an upfront grant, honoring the donor’s legacy.
The LifeTime LegacyPlan is a charitable gift annuity that provides guaranteed income for life, offering both financial security and tax advantages. It’s ideal for individuals or couples seeking long-term income while supporting charitable causes.
LifetTme Income
Ensure steady income for one or two lives, whether for retirement or providing for loved ones.
Tax & Estate Benefits
Receive charitable deductions and reduce estate value, while potentially minimizing capital gains.
Flexible Funding
Fund with various assets like cash, securities, real estate, or life insurance, with income tailored to your needs.
The LEAF is a donor-advised endowment that empowers donors (and their families) to
recommend annual grants to charitable causes while preserving principal for long-term
impact. It combines flexibility in advising distributions with disciplined stewardship to
honor the donor’s values across generations.
Flexible Donor-Advised Giving
Retain the ability to recommend grants to approved charities each year. Adjust distribution amounts and supported causes over time to reflect evolving priorities without recreating your plan.
Long-Term Stewardship & Growth
Endowment structure is designed to preserve capital while targeting sustainable, inflation-aware distributions. Professional oversight, investment policy guidelines, and transparent reporting support enduring philanthropic impact.
Family Involvement & Legacy
Name advisors and successor advisors to participate in grant recommendations, formalize your charitable intent, and create a values-based framework that can guide giving for future generations.
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.
Utilizing 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.