Charitable Strategies

At Legacy Wealth, we have found that many of our clients are motivated to not only use their financial resources for their family’s needs, but also to help others who are in need. If you are motivated to maximize the impact of your generosity, we will evaluate a number of unique planned giving strategies which include, but are not limited to, the following:

  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Charitable Gift Annuities
  • Wealth Replacement Trusts
  • Donor Advised Funds
  • Private Foundations
  • Pooled Income Funds
  • Bequests of Life Insurance
  • Endowments
  • Life Estates
  • Gifting of Closely Held S Corporation Stock
  • Bargain Sales

We recognize the importance of working with other professionals and organizations who can help in this process. As such, we have developed strategic alliances with Excellence in Giving and the National Christian Foundation to help simplify the evaluation and implementation of the tools that will work most effectively to help you maximize the impact of your philanthropy and the joy you & your family experience in the process.