leaf pattern leaf pattern logo
HOME ABOUT US service LEGACY MANAGEMENT DONOR MANAGEMENT ASSET MANAGEMENT OTHER SERVICES news contact
blend

Shouldn't donor management be about more than lists of names and allocated funds?

LFM Takes Care of the Details So You Can Focus on the Goals

While there is no doubt that managing a legacy successfully depends on an accurate and detailed administration of services and activities, it is mostly about the people and causes you affect through your support. Legacy Financial Management is a full service philanthropy management firm established to assist those people and charitable foundations committed to helping others.

Based on a combination of more than 20 years of Wall Street experience and the hands on experience of managing a family foundation, LFM has unique insight into the needs of and solutions for charitable foundations. A legacy is not just about lists of donors and allocated funds, but it is about the people affected by your legacy, and whose successes thanks to your support ultimately become part of your legacy.

Questions?


OUR SERVICES:

  • Managing donor obligations
    to ensure that your funds are distributed in the spirit that
    defines your legacy

  • Total grant administration:
    Creating application forms,
    or setting up evaluation process
    to distribute grant funds

  • Designing a structure of
    web-based applications for
    collecting data and requests

  • Developing community
    programs, establishing
    scholarships and charitable funds

  • Working with/for you in
    entire process including
    actual money distribution


 
© Legacy Financial Management, Inc. All rights reserved.