Tax Savings

Resources

Pooled Income Fund

Our pooled income funds simplify giving by helping you set aside money for charity, avoid capital gains taxes on the appreciated assets and take an immediate partial tax deduction at the time you make your contribution- all while providing you with a lifetime of income.

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Sell More Insurance through Charitable Giving

Fund raising and managing donor relationships is an ongoing challenge many charitable organizations face.  The Foundation for Legacy Planning can be your strategic partner

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Use Tax Savings to create funds for Life Premiums

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Clients / Donors

– How to Save Taxes & Create Lifetime Income For Charities

– Increase Donations while helping your Donors Save Taxes

– Fund you Mission: How to build a Charity Advised Fund

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Do you have questions? Call us at 904-494-4420 or email Allan@legacy-planning.org

 

The Foundation for Legacy Planning provides education and consultation to donors with charitable intentions.  We help our clients achieve their vision of charitable contributions through effective financial planning for charitable giving.  Our initiatives include Donor Advised Funds, Pooled Income Funds, Charitable Trusts, Charity Projects, Charitable Gift Annuities and other charitable vehicles which are structured to meet the needs and intentions of the donor.

Allan Harness
President and CEO

Foundation for Legacy Planning

Allan@legacy-planning.org
www.legacy-planning.org

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