Asset Types

Cash

View a list of funds to support
link

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 Rose Cyphert at rcyphert@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, SEI.

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.
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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.
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Insurance

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