Welcome

LegacyTree Foundation (LTF) partners with professional advisors to provide conservative planned giving programs to their clients to meet their needs in ways that other financial products do not. LTF’s LegacyPlans provide simplified solutions for clients who own appreciated assets such as real estate and securities, or other assets including annuities and CDs.

LTF’s Charitable Gift Annuity (CGA) and Charitable Installment Bargain Sales (CBS) provide tax benefits that in the past have only been utilized by wealthy individuals through Charitable Remainder Trusts and other sophisticated planning strategies. Many advisors find LTF programs to be simple and more cost-effective. Clients receive an immediate tax deduction as well as a partial elimination of capital gains on appreciated assets. LegacyPlans can be structured to provide immediate or deferred income payments for either 1 or 2 lives, or for a specified number of years.

To learn more about incorporating LTF programs into your business today, simply register and enter the Advisor section of the website.