Charitable Giving

Charitable Giving

Giving is a cornerstone to those who support our communities and heartstring causes. Our charitable giving services help you support your favorite causes in an efficient manner.

Giving In a Tax-Smart Manner

Legacy is a leader in community support and charitable giving. Many of our clients do the same for their favorite causes, missions, and organizations. We assist you with your chosen charitable giving so that you can do so in a tax-smart manner that maximizes your impact.

We help identify your sources of giving and assist with strategies that fit with your overall gifting goals and financial picture. We advise and assist with:

  • Gifts of cash
  • Gifts of appreciated stock
  • Qualified charitable distributions (QCDs) from IRAs
  • Charitable trusts with annuity or unitrust distributions
  • Scholarship trusts and endowments

When facilitating charitable gifts, we also obtain the necessary tax documentation associated with the gifts. In addition to such gifting, we can also help families facilitate family gifting discussions and plans.

fi·du·ci·ar·y

A fiduciary is someone who manages property or money on behalf of someone else. When you become a fiduciary, the law requires you to manage the person’s assets for their benefit—and not your own. In a fiduciary relationship, the person who must prioritize their clients’ interests over their own is called the fiduciary.

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