What We Do
LegacyTree Foundation is a 501(c)3 organization that specializes in charitable planned giving. These programs, called "LegacyPlans" helps financial advisors and their clients transform assets into meaningful, long-term impact.
LegacyPlans simplify charitable giving and offer custom strategies designed to support families, charities, and future generations while aligning with broader financial and estate planning goals.
Our role is to work alongside financial advisors complimenting the advisor-client relationship through trusted, long term stewardship.
How We Partner
LegacyTree works alongside financial advisors as a specialized partner, providing structure, education, and charitable planning support that integrates seamlessly into existing advisory relationships.
LegacyTree provides the charitable expertise.
Our advisor partnership model includes:
Collaborative planning support
Clear, compliant charitable structures
Simple solutions for achieving multiple goals
Trusted, long-term stewardship for LegacyPlans
LegacyPlans
Immediate Benefits. Enduring Impact.
LegacyPlans are thoughtfully designed charitable planning solutions that allow individuals and families to support the causes they care about, while enjoying immediate tax benefits and aligning with broader financial, estate, and legacy goals. Each plan offers a different balance of structure, flexibility and charitable impact, as well as income if desired.
LEAF LegacyPlan
Flexible. Strategic. Enduring.
The Legacy Endowment Advised Fund (LEAF) allows donors to recommend charitable distributions to multiple organizations over time. Contributions may include capital and/or cash assets, with the ability to advise grants annually.
Designed for donors seeking flexibility, tax efficiency, and ongoing involvement in their charitable giving.
Term Certain LegacyPlan
Planned Income with Defined Duration
This LegacyPlan provides immediate or deferred income for a specified term of years. Beneficiaries or charities can be named to receive any remainder income.
Ideal for donors who want tax benefits, predictable income for a set period while supporting long-term charitable goals.
Lifetime LegacyPlan
Income and Impact for Life
The LifeTime LegacyPlan provides immediate or deferred income for one or two individuals for life. Income may be used for retirement planning, life insurance funding, or long-term family support.
Designed for those seeking lifetime income, tax benefits alongside purposeful giving.
Our Impact
Purposeful Giving. Measurable Outcomes.
LegacyTree facilitates donor-recommended grants while also partnering with carefully selected Charitable Impact Partners, organizations creating measurable change across education, humanitarian aid, family advocacy, faith-based outreach, and community development.
This dual approach ensures that every LegacyPlan reflects the donor’s values while supporting initiatives with lasting reach - locally, nationally, and globally.
