For Professional Advisors

Partner with Legacy to Support Our Region to Thrive

Legacy Endowment works with professional advisors across our region to help your clients achieve their unique charitable goals.

With more than 25 years of philanthropic experience, the Legacy Endowment Community Foundation team works alongside advisors to complement your services and help your clients build a personalized charitable giving plan that aligns with their personal values. Legacy is poised to accept a range of diversified assets, helping your most sophisticated clients maximize tax benefits and their community impact.

Contact us today with charitable giving questions or to schedule a no-obligation call about your client and Legacy Endowment.

How Legacy Endowment Helps Your Clients

Maximum charitable tax advantages through Legacy Endowment, a public charity

Advisors with deep knowledge about the non-profit world as well as the needs within our community

Wide range of giving vehicles to achieve specific objectives and remain anonymous, if desired

Ability to accept and convert liquid assets to charitable funds

Assurance that the donor's charitable intent will be carried out over time by a charitable expert

Wealthy households donated an average of $43,195 in 2020, according to a survey on high-net-worth people’s charitable giving from Bank of America and the Lilly Family School of Philanthropy at Indiana University. That’s up nearly 48% from 2017, the last time the survey was conducted when affluent households gave an average of $29,269.

Charitable giving is a fundamental part of your client's lives.

When Might a Client Consider Philanthropy?

Legacy Endowment partners with you to ensure that your clients make the most of financial and philanthropic opportunities that come with major life events and financial windfalls. Whether expected or out of the blue, these events bring new possibilities as well as potential tax consequences for your clients and their families.

  • Selling appreciated property (stock, real estate, family business, or other closely-held business interest) that would result in capital gains tax
  • Estate planning, particularly if the client has estate tax implications or has no heirs
  • Receiving a financial windfall, such as an inheritance or bonus
  • Having ownership interest in a company going public
  • Tax planning around IRAs and other retirement funds

Contact us to set up a call to explore the possibilities. 

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