You are in the best position to help your client make a strategic giving decision. We partner with donors and their advisors to effectively turn private assets into charitable gifts, funds, and legacies. Legacy Foundation accepts outright gifts of cash and appreciated securities, plus complex charitable assets such as real estate, art, retirement accounts, and life insurance policies

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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A Gift of Art: Linda and Myron Nidetz Salon Prize Fund

Linda and Myron Nidetz discovered a creative way to establish an endowment fund. They gifted a 41” tall Stephen Rolf Powell art glass vessel from a South Shore Arts exhibit. The fund endows a prize in the donors’ names for the annual South Shore Arts Salon Show.

Fund Types

Agency Fund

To provide perpetual annual income for a nonprofit. Agency Funds are typically established at the request of a charitable organization for its own exempt purposes.

Designated Fund

To support a specific named organization

Donor Advised Fund

To provide flexible and streamlined giving for those who want to be actively involved

Field of Interest Fund

To support a broad interest area

Scholarship Fund

To assist students in a particular field of study, high school, university or from a geographic area

Unrestricted Fund

To meet the community’s greatest needs, no matter how they change over time.