FOR PROFESSIONAL ADVISORS:

Overview
Right for Your Client?
Advantages

Giving Now

Giving Later
Bequest Language

Types of Funds

Comparing Donor-Advised to Private Foundations

FAQs

Resources

Legacy Foundation Financial Information

Planned Giving Weekly News


For Professional Advisors

Ways To Give Now

Outright Gift

Your clients may make a gift of cash, stock, bonds, real estate, or other assets to Legacy Foundation. Most charitable gifts qualify for the maximum tax advantage under federal law.

Appreciated Stock

The Foundation will reinvest your client's assets into the community, qualifying them for a charitable deduction based on the full market value and helping to avoid a high tax bill.

Real Estate

Real estate gifts can be designed by the Foundation to fulfill donor's charitable interests and help them receive the greatest financial and tax benefits.






1000 E. 80th Place, Suite 302 South, Merrillville, IN 46410 | Phone: 219-736-1880
Legacy Foundation is designated a 501(c)3 not-for-profit organization. All contributions are tax deductible to the fullest extent of the law.

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