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GiftLegacy

True interaction between donors and charitable planning information

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The GiftLegacy.com web site allows true interaction between donors and charitable planning information. This information educates prospects, informs donors and gives your charity a dynamic on-line pre

 

    • GiftLegacy.com is available to
      qualified non-profit organizations.

 

  • It includes the Crescendo
    Calculator, a Gift Story each week, an Article Of The Month with a
    quiz and answers, Washington Update on taxes, Social Security and
    Medicare and a weekly economic update.

 

 

  • Charities that subscribe to the
    service receive the weekly GiftLegacy e-mail newsletter. The
    newsletter will discuss the story of the week, the Washington
    Update and the weekly Finance Report. This e-mail newsletter may
    be relayed to donors of the charity.

 

 


FIND & FOLLOW GiftLegacy ON SOCIAL MEDIA:

ADDITIONAL NOTES

The Washington Hotline includes Social Security, Medicare and tax information. The weekly Gift Story includes information on how an individual sets up a gift annuity, a charitable remainder trust or an annuity trust - helpful ways to use government-approved agreements to increase income and reduce taxes. The calculator shows how to determine answers to specific questions. For example, an individual may want to know what the gift annuity payout rate would be for his or her age. Each month there is a new article on the topic of interest. For example, there may be an article on making gifts to children, on funding a trust for family members or on increasing your income while reducing taxes. Each week the newsletter is published with updates on stock markets, bond markets, interest rates and personal financial planning.


CONTACT

Telephone: 800-858-9154


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