CHARITABLE PLANNING

Our Mission

LegacyTree Foundation (LTF) is an independent 501(c)(3) tax exempt public charity established in 1999 with the mission to provide spiritual, physical and humanitarian aid to those in need. LegacyTree provides charitable income programs (that we call "LegacyPlans") which make charitable giving simple and effective.

 

How to Give...And Receive!
Charitable plans allow you to establish a structured inheritance for your family without the up-front costs of setting up a trust while providing similar tax benefits and the ability to generate immediate grants to support your favorite charitable work. Integrating your charitable planning with your retirement income and estate planning can be the difference in helping you maximize your charitable contributions and tax benefits.

 

Charitable plans can be funded with a variety of assets, such as cash, securities, annuities (even those within surrender period) and real estate.
Why you should consider charitable planning as part of your overall financial strategy?

 

Charitable planning offers several benefits in one transaction. It allows you to:
• Create a fixed tax-advantaged and reinsured income payout for you and/or your heirs that you can choose to

   begin immediately or at a later date.
• Create charitable tax benefits such as an immediate income  tax deduction, reduction of capital gain,

   reduction in estate taxes, etc.
• Generate an immediate grant(s) to your favorite charity and/or leave them a remainder of your income plan

   for a lasting legacy.

 

Randy Redley and Associates can provide you with detailed illustration to show you the income and tax benefits and help you decide which plan is right for you and your family.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CASE STUDIES