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ABOUT US
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, and other charitable vehicles which are structured to meet the needs and intentions of the donor.
DONORS
As you achieve success in life you may feel the desire to help your community. Perhaps there is a certain cause you are passionate about supporting. It can be challenging to know where to begin. You may have questions such as:
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How much can I afford to give?
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Which charitable tools should I use?
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How can I leverage tax strategies to maximize my gifts?
Our goal is to provide the education you need to successfully achieve your financial planning and philanthropic goals.
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FINANCIAL PROFESSIONALS
Charitable planning is often an area overlooked by many financial professionals. Most donors want to be more knowledgeable about charitable giving, however many have indicated that they need to initiate that conversation with their advisors. Even when advice is given, according to a Bank of America study in 2008, only 21% of donors said they were satisfied with the advice received from their financial professionals.
We are the strategic partner to help you initiate charitable giving conversations with your clients while providing education and charitable planning solutions your clients are seeking.
CHARITIES
Fund raising and managing donor relationships is an ongoing challenge many charitable organizations face. The Foundation for Legacy Planning can be your strategic partner. Benefits your charity may receive from our services include:
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Education for your donors on Charitable Giving Strategies to benefit your Charity through our network of Charitable Advisors
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Accept non-traditional gifts & bequests including complex assets, as well as traditional cash and marketable securities.
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Create a professionally managed Endowment using a Charity Advised Fund.
GIVE WITH US
HOW TO SAVE $10,000 IN TAXES USING A DONATION STACKING STRATEGY
Request a Charitable Consultation
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4475 U.S. 1 South, Suite 207
St. Augustine, FL 32086
904.494.4420