LegacyTree Foundation (“LTF”) recognizes that many non-profits and charities have experienced a dramatic decrease in donations during the recent uncertain economic climate. Offering planned giving opportunities can be a way of increasing revenue. However, for many organizations, the lack of administrative resources and/or technical knowledge required to implement these programs prevents them from moving forward.

The LTF team has the expertise and administrative capabilities to assist charities and non-profits in two ways:

  • Receiving Non-Cash Donations – LTF facilitates the donation of assets such as real estate, securities, annuities and life insurance. LTF manages the entire process, from acquisition and receipt of the asset to the final granting of proceeds to the referring charity.
  • Planned Giving Programs – LTF can also facilitate the transfer of non-cash assets to fund planned giving programs on behalf of other non-profits. LTF will structure as well as administer planned giving programs in order to create income payouts for donors and their families. Our LegacyPlans include immediate and deferred charitable gift annuities (CGAs) and charitable bargain sales with installment contract payouts (CBICs), as well as simple charitable remainder annuity trusts (CRATs). LTF secures the reinsurance contracts to back the obligations.

LTF is committed to partnering with the charity, their donor, and their professional advisors in order to structure the most advantageous program for each situation.

Please contact the LTF team to discuss the fee structure applicable to your specific situation.

Not all programs are available in every state. LTF does not provide tax or legal advice. LegacyPlans are not FDIC insured.