Advisors
Helping Advisors help their clients
Whether you are an attorney, a financial planner, a Certified Public Accountant, insurance broker, investment or tax advisor, Legacy Global Foundation provides tools for professional advisors to help their clients implement their charitable giving strategies.
Legacy Global offers one-on-one consulting for advisors about how to utilize these tools to help their clients integrate charitable giving into an overall financial strategy while reducing taxes. Or, advisors can simply refer clients to Legacy Global to facilitate a customized plan to meet their clients’ needs. We honor our relationships with advisors who refer their clients to us by referring clients back to the advisor for the specific services, when appropriate.
For more information on some of the tools utilized by Legacy Global, click on the items listed below:
- Donor Advised Funds
- Charitable Remainder Trusts
- Split Interest Gifts
- Charitable Gift Annuities
- Private Foundations
Attend a seminar to learn more
Advisors are invited to attend educational seminars to become more knowledgeable about how to apply these tools in a variety of scenarios to enhance charitable giving and limit tax liability. Legacy Global Founder and President Rick Durfee leads these events, which often include continuing education credit.
For a complete calendar of available educational seminars, click here.
Access free content for websites and other marketing materials
Legacy Global also offers free content for advisors to use on their websites and in newsletters, brochures and other marketing materials.
To access the marketing content library, click here.
