Ways to Give Back to Your Community & The Charities That Matter to You

Asset Types

Cash

The traditional way to give, cash donations (by credit card, check or actual cash) are always appreciated. Nonprofits count on these gifts, and they’re a wonderful way to support initiatives by your favorite charities.

CLICK HERE TO VIEW A LIST OF FUNDS YOU CAN GIVE TO!

Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Legacy Foundation.

  1. Request a transfer form from Michelle Ulanowski at mulanowski@legacyfdn.org.
  2. Send the form to your wealth advisor to complete.
  3. Your wealth advisor will fax or email the form to Legacy Foundation’s investment manager, Northern Trust.

Real Estate

Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to Legacy Foundation, Inc.

Insurance

If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy.

Retirement Assets

Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a gift to Legacy Foundation, Inc.

Gift of Grain

A charitable giving option for farmers and landowners. Your gift will support the Lake County Local Food Fund. The Lake County Food Fund focuses on sustaining local farmers and growers, addressing root causes of food insecurity, and lowering barriers to access healthy food in Lake County, Indiana.

Tax Benefits:

By gifting grain to Legacy Foundation, you avoid including the sale of the grain in your farm income and taxable income is reduced. Farmers may realize savings on federal and state income tax and self-employment tax and can still deduct the costs of production.

Each farmer’s circumstances are unique. Contact your financial or tax adviser to determine whether a contribution of commodities is best for you.

Legacy Foundation Gift Acceptance Policy

To receive a copy of Legacy Foundation’s Gift Acceptance Policy, please email legacy@legacyfdn.org or call 219-736-1880.