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

Is Giving Through a Community Foundation Right For Your Client?

• Do I have clients who care deeply about their local community?
• Do they give to more than one charitable cause?
• Are they interested in creating a personal or family legacy in their community?
• Would they like to stay personally involved in the use of their gift dollars?
• Do they want to receive maximum tax benefit for their charitable contributions?
• Are they considering the creation of a private foundation, but interested in exploring other options?
• Do they place a priority on sound financial management of their contributions?

If you answered yes to any of these questions, your clients would benefit from knowing more about Legacy Foundation.




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.

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