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.
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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.
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
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.
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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.
