How We Partner With Advisors
LegacyTree works alongside financial advisors to integrate charitable planning into broader wealth, estate, and legacy conversations. We provide a charitable planning structure that complements your expertise and helps clients align generosity with long-term intent.
Our partnerships are built on:
Mutual trust and transparency
Collaboration and clear communication
Shared commitment to client goals
Respect for the advisor-client relationship
Regulatory Compliance
You remain the primary advisor. We support the charitable component.
What Advisors Can Expect
Our goal is to make charitable planning easier to introduce, explain, and implement without unnecessary complexity.
When you partner with LegacyTree, you can expect a process that is:
Straightforward
Clear structures and defined next steps
Collaborative
Open communication with you and your client
Mission-aligned
Focused on spiritual, physical, and humanitarian impact
Professionally administered
With proper oversight and stewardship
Advisor Process
Income from LegacyPlans are insured and grant distributions managed responsibly and aligned with the client's values.
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Introduce the Conversation
You identify clients who may benefit from charitable or legacy-focused planning and are able to enjoy the resulting tax benefits.
Collaborative Review
LegacyTree works with you providing case design and illustrations to find the best program that fits your client's goals.
LegacyPlan Establishment
Once a plan is established, LegacyTree administers the charitable component according to the client’s intent.
Ongoing Stewardship
LegacyTree provides the ongoing administration and open, accessible communication for each LegacyPlan.
Why Advisors Trust LegacyTree
Advisors choose to work with LegacyTree because we:
Demonstrate financial strength through insured income obligations.
Bring expertise in charitable planned giving.
Offer simple, flexible plans for complex planning
Mission driven with lasting and impactful results
Our approach is rooted in trust, collaboration, and responsible administration, so you can confidently offer charitable solutions as part of a well-rounded plan.
Testimonials
We started working with LegacyTree 20 years ago and they have helped us understand and implement simple and beneficial charitable planning for our client's portfolio. LTF's friendly support staff and experienced case design specialists respond quickly to our needs for illustrations and planning consults to help our client's see the big picture. Their knowledge helps us to clearly explain the benefits of LegacyPlans to our clients. Our clients are very pleased with the outcomes of their LegacyPlans and they are a vital part of the planning options we provide to our client base. I would highly recommend any advisor to take the time to learn more about how LegacyTree Foundation can help others and grow your business.
Allen McCroskey
Secure Financial
My firm, KANU Asset Management | WealthRx Advisor Network (kanuasset.com), is proud to be working closely with the LegacyTree Foundation. In collaboration with the exceptional team at LegacyTree, we've been able to deliver powerful, values- driven solutions for our clients-especially those who are charitably inclined, seeking to support causes they deeply care about while also benefiting from partial or full tax deductionsand a "guaranteed time-certain" income stream. These strategies are not only instrumental in retirement income planning, but also in broader lifestyle, estate, and legacy planning. The result: clients can make a meaningful impact in the world while strengthening their own financial security. I'm deeply grateful for this partnership—and the tangible difference LegacyTree Foundation continues to make for our clients, our firm, and the broader global community. Earlier this year, LegacyTree also served as a co-sponsor for the 30th Anniversary Medical Mission to Nigeria led by the Association of Nigerian Physicians in the Americas (ANPA.org)—a testament to their commitment to real-world impact and lasting change. If you're curious about how this difference-making organization might align with your clients, practice, or personal goals, I would be more than happy to share more about my experience. Thank you again to LegacyTree Foundation for your unwavering generosity, mission, and global reach.
Enyi Kanu,
MBA, CFF Founder & CEO
I have been working with the leadership and LegacyTree Foundation for 20 years. Jim, Nanette, and the Case Design Specialists at LTF have been exceptional with their assistance, knowledge and expertise is case development and design. Homeland Estate and Financial Services has always considered the tax consequences of our client's portfolio. LTF's products assist in the completion and addition to our plans. We have solved many issues with their help. Many of our clients have raved at the results and have done repeat business. LegacyTree Foundation programs assist the growth and revenue of my business by at least 30%. I would highly recommend LegacyTree Foundation.
Stephen A. Stack,
MSFS, CLU, CHFC, RICP, MCEP, CSSCS, CEP Homeland Estate and Financial Services