LegacyTree Foundation ("LTF") recognizes that providing assurance to our partners regarding the stability of our LegacyPlan obligations is of great importance. For this reason, LTF has elected to manage these obligations by purchasing reinsurance contracts from highly rated commercial insurance companies.

LTF has established relationships with a number of these major insurance companies and works closely to structure customized solutions backing the commitments to our LegacyPlan partners. In this manner, LTF believes we are prudently managing our responsibilities as a charitable organization. LTF maintains strict standards regarding the insurance carriers we utilize, and closely monitors their ongoing financial stability.

Upon completion of a LegacyPlan with LTF, the donor/client and their professional advisory team, as well as any associated charity, may receive documentation that LTF has secured a reinsurance policy associated with their particular transaction.

Additionally, each year LTF undergoes a rigorous independent financial audit to ensure the integrity of our financial activities. LTF has retained Decosimo Certified Public Accountants to conduct annual audits. A copy of the most recent audited report is available upon request, as well as copies of our IRS Form 990 tax filing (required for non-profit organizations) and our IRS tax-exempt determination letter.

Not FDIC insured or insured by any State or Federal government agency.