Foundation
LegacyTree Foundation is a 501(c)(3) charitable organization dedicated to helping individuals, families, and financial advisors create enduring charitable impact through thoughtful, structured giving.
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Founded in 1999 to support faith-based education and humanitarian aid, LegacyTree has grown to serve donors across the United States and beyond. Today, the work focuses on long-term charitable stewardship, helping donors transform generosity into legacy through clear planning and responsible oversight.
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Operating in 47 states, LegacyTree brings the stability, experience, and scale required to support charitable commitments designed to last for generations.
Our Mission
To provide spiritual, physical, and humanitarian aid to those in need through purposeful charitable planning and faithful stewardship.
Our Vision
To realize the lasting impact created when individuals and families intentionally pass on personal and charitable legacies that strengthen communities and inspire hope.
​How We Steward Impact
LegacyTree partners closely with financial advisors and the families they serve to simplify charitable planning and support long-term outcomes. Our role is to provide structure, clarity, and continuity, ensuring charitable intent is honored not only at the time of a gift, but over time.
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Through our charitable planning strategies, donors may recommend grants to the organizations they care about most. In addition, LegacyTree works with a select group of Charitable Impact Partners, organizations delivering measurable results in education, humanitarian aid, family advocacy, faith-based outreach, and community development.
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This combined approach allows each charitable plan to reflect personal values while contributing to meaningful, lasting impact at both local and global levels.
Our Dedicated Leadership Team
LegacyTree is guided by experienced leadership committed to integrity, accountability, and long-term stewardship. Our governance reflects the responsibility entrusted to us, overseeing charitable assets intended to serve communities and causes for generations to come.
James Wolter
President/Director
Kevin Kirkpatrick
Sr. Case Design Specialist
Nanette Beebe
Secretary/Treasurer
John Frazier
Sr. Case Design Specialist
Kimberly Kelley
VP of Operations
Joe Arant
Sr. Case Design Specialist
