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A Lasting Legacy: How One Family Ensured Public Access to a Natural Treasure

At LifeLegacy, we often talk about the power of estate planning to extend beyond personal inheritance, benefiting entire communities for generations to come. This inspiring story of the Garden of the Gods in Colorado Springs is a perfect example of such a philanthropic vision brought to life through thoughtful planning.

The Planned Gift I Didn’t Take…

The excitement was palpable. We had just started the silent phase of a large comprehensive campaign and I was looking forward to a first gift to jumpstart everything.

Online Giving Strategy

Online giving is a vital fundraising channel for nonprofits. Learn how to get better results with these expert tips to improve your online giving strategy.

The Fundraiser’s Toolkit for Planned Giving

The most important step in any process is simply starting! How many of us have put off something we need to do around the house for way too long? We need to get our tools and get started! It is the same with planned giving. Don’t wait to start talking about planned giving, just talk about it!

A Gift, A QCD, and An Impact

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!

More Than Money: The Tech Stack Today’s Clients Expect from Advisors

Financial advisors affiliated with broker-dealers, IMOs, FMOs and other marketing organizations are always on the lookout for tools that provide a competitive edge. In today’s digital age, technology not only streamlines operations (think the elimination of “not in good order” (NIGO) applications), but also enhances the overall client experience, leading to deeper relationships and greater lifetime value.

Coming Soon!

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