FOR PROFESSIONAL ADVISORS: Overview • Right for Your Client? • Advantages Giving Now Giving Later • Bequest Language Types of Funds Comparing Donor-Advised to Private Foundations FAQs Resources Legacy Foundation Financial Information Planned Giving Weekly News	For Professional Advisors Legacy Foundation considers attorneys, accountants, financial planners, insurance agents and other professionals who have relationships with members of our community to be our valued partners in charitable giving. We want to be a resource for you as well as a philanthropic partner for your clients, providing a full understanding of the many possibilities of supporting our community by giving through Legacy Foundation, Lake Countyís community foundation. Your clients have several options to consider as they explore charitable giving opportunities. These include determining: • If they would like to make a give now or later through their estate plan. * The type of fund that best meets their charitable giving goals * The type of assets they would like to give. * How they will remain involved after their gift is made. The Anadell's included Planned Giving in their financial plan by creating their own Fund. Read the complete story> By working with Legacy Foundation, you can effectively and efficiently help your clients consider these options and meet their charitable goals. There are many advantages to working with Legacy Foundation. We follow your lead in serving your clients and join in discussions only if or when you need us. Our primary goal is to inspire charitable giving and to help your clients build lasting testaments to their names, their families and the causes they care about most. To learn more, contact a member of our Foundation staff by phone at 219-736-1880 or info@leagacyfoundationlakeco.org.
		1000 E. 80th Place, Suite 402 North, Merrillville, IN 46410 | Phone: 219-736-1880 Legacy Foundation is designated a 501(c)3 not-for-profit organization. All contributions are tax deductible to the fullest extent of the law. © Legacy Foundation and its licensors. All rights reserved.