Utilizing your Stocks, Bonds & Mutual Funds to create a LegacyPlan* will allow you to achieve a number of objectives:

  • Reduce stress and uncertainty due to the volatility of the securities markets.
  • Exit appreciated securities while eliminating a portion of the taxable capital gains.
  • Create an immediate tax deduction.
  • Generate income for yourself and/or a structured inheritance for heirs.
  • Support your favorite charity or non-profit organization.

Here’s how it works:

  • Transfer ownership of your current stocks, bonds or mutual funds to LegacyTree Foundation (LTF) by completing a few simple forms.
  • LTF liquidates the securities and issues a new LegacyPlan customized for you and your family. Due to our status as a 501 (c) (3) non-profit organization, a portion of the capital gains will be completely eliminated.
  • Receive immediate or deferred income payments for life or specified number of years. The income stream can be directed to you, your spouse, your heirs or your favorite charity.
  • A tax deduction is created. This deduction can be applied to your tax return to reduce your taxable income reported to the IRS for the first year, with 5 years of carry-forward, if applicable.
  • LTF supports charitable works with a portion of the proceeds from the transaction.

*A LegacyPlan may consist of a charitable gift annuity, a charitable bargain sale with an installment payment contract, or a charitable remainder annuity trust. Not all LegacyPlan programs are available in every state.
LTF is an Oklahoma 501 (c) (3) non-profit organization. LTF does not provide tax, legal or financial advice. Individuals should seek tax, legal, and financial advice from an independent professional advisor.