What Is a LegacyPlan?
LegacyPlans are planned giving programs outlined in the IRS Code, that allow individuals and families to convert assets into meaningful charitable impact while receiving financial and tax benefits.
Each plan is tailored to the donor’s objectives and can provide income, tax deductions, and long-term support for chosen charitable causes.
LegacyPlans are not only for high-net-worth individuals. They are accessible to anyone who wants to steward assets wisely, support charities they care about, and plan intentionally for the future.
Types of LegacyPlans
LegacyTree offers several LegacyPlans to meet different goals:
LegacyPlans are thoughtfully designed charitable planning programs that allow individuals and families to support the causes they care about, while aligning with broader financial, estate, and legacy goals.
Each plan offers a different balance of flexibility, insured income, and long-term impact, and is implemented in collaboration with financial advisors.
LEAF LegacyPlan
Flexible. Strategic. Enduring.
The Legacy Endowment Advised Fund is a donor -advised fund that provides for an immediate tax deduction for the full asset value. Donors recommend grants annually. This program is available for all advisors to offer to their clients. No securities license needed.
Key benefits:
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Flexible, donor-advised giving
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Immediate tax deduction for the full asset value.
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Family involvement through successor advisors
Term Certain LegacyPlan
Planned Income with Defined Duration
Designed to provide guaranteed income for a specific number of years. Income can begin immediately or be deferred, and named beneficiaries, including charities, may receive remaining income if the donor passes before the term ends.
Key Benefits:
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Creates predictable income for a defined period
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Supports heirs while making a charitable gift
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Reduces taxable income
LifeTime LegacyPlan
Income and Impact for Life
A charitable gift annuity that provides guaranteed income for life for one or two individuals. This plan combines financial security with charitable impact and potential estate tax advantages.
Key Benefits:
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Lifetime Income
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Support for a spouse or loved one
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Reduces estate value while making a lasting gift
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Reduces taxes and estate value
Assets That Can Fund a LegacyPlan
LegacyPlans can be funded with a wide range of assets, allowing donors to choose what best fits their financial situation
Real Estate
If you own real estate, such as rental, second homes, farmland, or commercial or industrial property, a LegacyPlan can help you exit the asset while reducing capital gains.
Annuities
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.
Securities
Using stocks, bonds or mutual funds to fund a LegacyPlan allows you to exit appreciated securities while eliminating a portion of the taxable gain and enjoying an immediate tax deduction.
Liquid Assets
Utilizing liquid assets provides immediate tax benefits that can be used creatively to achieve a number of objectives, such as accessing qualified funds more tax efficiently, or lowering taxes.
Long-Term Charitable Impact
LegacyPlans are structured to deliver both immediate benefits and lasting impact. Through thoughtful planning and professional oversight, LegacyTree ensures charitable distributions remain sustainable, transparent, and aligned with the donor’s intent, today and for generations to come.
Choosing a LegacyPlan with income or a LEAF LegacyPlan to distribute grants over time, creates positive impact for the causes donors care about. LegacyTree Foundation ensures long-term stewardship of every LegacyPlan.
