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DONORS
Let us guide you along the path of your philanthropic endeavors, from finding you the right legal counsel when necessary, to setting up your free website, to managing your donation objectives and your assets. Shouldn’t how the world views your legacy be nurtured and not just managed?

ACCOUNTANTS
Does an accountant’s job end with the filing of their client’s Form 990? At LFM we believe the answer is NO. Your customers look to you for guidance. Direct them to the best professionals to help them manage their foundation. Legacy Financial Management not only manages their assets, protecting principal while maximizing income, we assist them in their donor management and nurture their legacy.

ATTORNEYS
After the paperwork is done and the foundation is established, don’t you want your clients working with the best professionals to help them manage that foundation? At LFM, we don’t offer legal advice, but we will nurture your client's legacy, manage their donation wishes and goals and maximize their assets, making their entire philanthropic experience as positive, rewarding and enduring as possible. After all, a great reference by you will lead to great references by your clients.

CELEBRITIES & ATHLETES
Sheltering tax dollars while helping the needy is all good. Doing it while enhancing your image at the same time is great. You will always be remembered by your fans for your success on the stage, screen or field, but how about adding an extra dimension to your fame? By helping those in need, you create an even greater legacy, one that you can share with your spouse or family that will endure long after the crowds are gone. Legacy Financial Management handles all the details, from establishing your foundation to managing its donations and assets, to nurturing your charitable legacy, under your direction, to accomplish your philanthropic goals.

EXISTING FOUNDATIONS
You have already taken the first steps, but are you maximizing your effort? Legacy Financial Management will design, host and manage a free website, giving you a showcase for your family's heritage or a forum in which to present your updated contribution compendium for future generations and beneficiaries to view, or you can use your website to manage your grant application process. LFM will also aid in maximizing your donation process, guiding you toward establishing scholarships, community programs, charitable funds and grants. We will ensure that your charitable efforts bring help to those you want to support, in the name of your foundation, as well as manage your foundation’s assets, protecting its principal while maximizing its income. Full philanthropy management to nurture your legacy.

Questions?
 
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