Established in 2017, Foundation for Legacy Planning, Inc. is a 501(c)3 Non-Profit dedicated to providing education and resources for Charitable Planning.
Our mission is to “democratize charitable planning.” We do that by educating Charitable Advisors and Donor & Clients on the various tools and techniques available to accomplish your charitable goals.
Legacy provides Turnkey Charitable Solutions through the use of our sponsored charitable funds, including Pooled Income Funds, Endowments, and Donor Advised Funds.
We’ve worked with the majority of regional and local organizations, hundreds of nonprofits, and private equity funds.
We’ve worked with the majority of regional and local organizations, hundreds of nonprofits, and private equity funds.
We’ve worked with the majority of regional and local organizations, hundreds of nonprofits, and private equity funds.
For more than 40 years, we’ve been passionate about achieving better results for our clients.
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