You’re successful, you care and you want to make a difference – you want a legacy. But you’re not willing to lose control of what you’ve worked so hard to earn.
The Legacy Charitable Fund provides you the greatest flexibility and keeps you in control of your philanthropic assets and goals at all times.
First, you have your own account and as soon as you make a donation to your account, you receive a tax deduction and documentation verifying your gift.
Second, your gift can be invested for growth – tax free growth in fact. Furthermore, your assets are invested per fiduciary standards – the highest in the industry.
Third, you decide when to gift, where to gift, and how much you want to gift to the charities of your choice. You can gift to as many charities as you wish. You control the gifting process at all times.
Furthermore, if you want to be anonymous, you can and there are specific reasons you may want to gift anonymously.
Strategic philanthropy is specific, it’s goal oriented, and it becomes your legacy.
The Legacy Charitable Fund is “philanthropy … your way!”
The Legacy Charitable Fund is a donor-advised fund, an IRS approved 501(c)3, and a division of the Wealth Management Division of Grogan Advisory Services. Information provided is for educational purposes and should not be considered as legal or tax advice. The Legacy Charitable Fund and Grogan Advisory Services does not provide legal or tax advice. Content provided relates to taxation at the federal level only and availability of certain federal income tax deductions may depend on whether itemized deductions are used. Specific state tax laws relevant to a particular situation may affect the applicability, accuracy, or completeness of the information provided. All investments require risk. Please consult your estate planning attorney or tax advisor regarding your particular situation.