The Ultimate Win-Win: What An IRA Does for You and Your Donor
A Qualified Charitable Distribution (QCD) is a powerful tool that allows IRA owners to donate directly to qualified charities, bypassing the usual tax implications of IRA distributions.
At LifeLegacy, we’re continuously innovating to make estate planning easier, more accessible, and affordable for all Americans. We’re thrilled to announce our latest partnership with Proof, the leader in remote online notarization, which now allows LifeLegacy members to draft and notarize their estate planning documents—all from the comfort of home.
This partnership is a game-changer for our members, making it simpler than ever to get an estate plan in place. With Proof’s Notarize Network, Illinois, Idaho, and Colorado members can upload documents, prove their identity, and meet with an online notary instantly—no more driving across town. Proof’s service is available 24/7, with an average wait time of less than a second to connect members with a trained, on-demand notary.
At LifeLegacy, we’re addressing a major challenge—nearly 70% of Americans lack an estate plan. Estate planning isn’t just for the wealthy or elderly—it’s for everyone, regardless of age, wealth, or health. It’s about protecting your legacy, values, and wishes, no matter where life takes you.
We’ve created a seamless, user-friendly platform designed to grow with you. By integrating advanced technology and partnering with companies like Proof, we’re removing the barriers that make estate planning feel daunting. Now, planning your future is easier, more accessible, and more affordable than ever—right from the comfort of home.
“Our partnership with Proof further advances our goal of making estate planning affordable, accessible, and convenient for all Americans,” says Spencer Cassidy, CEO of LifeLegacy. “Now, our members can do it all—from drafting to notarizing—without leaving home.”
With LifeLegacy, your estate plan evolves with you, and so does the technology that makes it effortless.
A Qualified Charitable Distribution (QCD) is a powerful tool that allows IRA owners to donate directly to qualified charities, bypassing the usual tax implications of IRA distributions.
Encouraging donors to give from their IRA is a creative way for a donor to give with impact and save on taxes. The impact is the same whether a donor gives from their bank account or their IRA. A QCD gift is a win-win!
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