Live Well, Leave A Legacy™

PLAN

The way and order in which things are donated matter. Our professional staff works with donors and the professional advisor of their choosing to ensure the right plan is in place.

DONATE

Our professional staff will ensure that donations are completed correctly. We have handled some of the most complex gifts and partner with other charities and nonprofits to ensure donations are completed correctly.

INVEST

Make donations go further! Once a donation is made, we invest to make the donation go further. Split-interest gifting and blended finance options are a great way to get lifetime income and fulfill charitable intent.

About Legacy Global

At Legacy, we are dedicated to enabling organizations and donors to achieve a higher level of efficient philanthropy and make a meaningful impact. Our range of services includes donor-advised funds, fiscal sponsorship, and charitable administration, tailored to meet the unique needs of philanthropic and impact-driven entities.

Efficient Administration Services:
With our bespoke administration services, Legacy provides comprehensive support, including structuring, compliance, reporting, bookkeeping, and tax services. We understand the specific requirements of philanthropic and impact organizations, ensuring that the administrative aspects are handled with precision and expertise.

Unlocking Philanthropic Potential:
We strive to facilitate the flow of philanthropic capital into private markets and opportunities that truly make a difference in the world. By working closely with organizations and companies, Legacy creates avenues for impactful giving, driving positive change and societal transformation.

Partner with Legacy:
Join us at Legacy and discover a partner that shares your passion for efficient philanthropy and impact. Together, we can amplify the power of your giving, optimize operational efficiency, and achieve remarkable outcomes. Let us help you navigate the philanthropic landscape and maximize your potential for making a lasting difference.

Experience the Legacy difference today and empower your philanthropy for greater impact.

What We Do

Legacy Global Helps Philanthropic Dreams Become A Reality

Donor Advised Funds

 

Instead of writing checks directly to charities or dealing with the complexities of a private foundation, you can experience a simpler, smarter way to support your favorite causes and multiply your impact.

Non-Cash & Complex Giving

 

Most gifts given to charity involve non-cash items such as business interest, real estate, retirement plans, living assets and so forth. Legacy Global Charities specializes in these kinds of gifts to maximize charitable contributions

 

Support Organizations

 

Not sure if a private foundation or public foundation is right for you? This hybrid program can hire staff and functions as its own entity while working in a partnership with Legacy Global Charities. Find out if this is the right program for you!

 

Charitable Trusts & Annuities

These kinds of Split Interest Gifts allow for a strategic tax-deduction while also providing long term or lifetime income for the donor or beneficiaries. Legacy Global Charities can discuss what kind of split-interest gift strategy may be best for your situation.

Premium Finance Life Insurance

Using Premium Finance Life Insurance is a strategic way of gifting to charity. You can still give burdensome tax accounts to charity and still leave an inheritance to your family. Contact us to find out how this could work for you!

Who We Are

Some Of Our Funds & Partners

Charitable Planning

Most people who want to start their own public or private foundation do not want to face the complexities of such an organization. Starting a donor-advised fund with Legacy Global Foundation can help you get started and allow your program to grow into it's own organization. Allow us to show you how!

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Our Mission, Vision & Beliefs

Legacy blesses the whole earth through innovative, effective, ethical, and responsible charitable service and solutions. Legacy empowers and creates opportunities for stakeholders. Legacy creates well-being and prosperity by inspiring the transfer of values across generations. Legacy delivers the promise that you are blessed when you bless others.

Core Expertise

  • Charitable Stewardship & Administration

  • Complex Transactions & Planned Giving

  • Alternative Assets

  • International Giving

  • Inter-Generational Planning & Training

  • Impact Investing

  • Coordinating with Advisors on Risk & Tax Strategies

Stakeholders

  • Donors
  • Grantees
  • Advisors
  • Employees
  • Volunteers
  • Individuals
  • Families
  • Organizations
  • Communities

Legacy’s Mission focuses on the following areas of specialization: Addiction Recovery, Animal Welfare, Arts, Community Development, Counseling, Culture & Humanities, Education & Scholarships, Environment & Species Protection, Geological Research, Human & Health Services, Humanitarian Relief, Justice & Public Safety, Matching Grants, Medical Assistance, Medical Research, Promoting Indian Nations & First Nations, Religion, Scientific Research, Social Welfare, Technology Development, and Women's & Children's Shelters.

Listen In On Legacy Owners Podcast

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