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.
This month, I’m thrilled to celebrate LifeLegacy turning 4! π
In just four short years, we’ve partnered with a diverse range of nonprofit organizations, from large institutions to local community groups. In the last quarter alone, we’ve welcomed over 4000+ churches alongside numerous animal welfare, higher education, senior care, veteran services, human rights organizations, and others. πΎποΈπ΅πͺπ
Here’s a snapshot of our incredible journey, and we’re not slowing down:
π $100M+ in pledged planned gifts in the past 12 months, with a bold mission to reach $1 billion.
π The most affordable and comprehensive planned giving platform in the market, offering robust tools and curated marketing resources.
β The only planned giving platform to offer complete white-labeling and customization, ensuring your brand remains at the forefront, fostering trust and connection with your donors.
π Integrations with major CRMs for smooth data syncing and enhanced transparency to cultivate more gifts with effective stewardship.
π€ Partnerships with industry leaders like Plannedgiving.com to elevate the donor and nonprofit experience, making planned gifts effortless for donors and seamless for nonprofits to secure, steward, and receive.
From a handful of nonprofits at launch to a thriving community of partners, we are turning dreams into reality!
As a testament to our commitment, we recently launched the LifeLegacy Planned Giving Grants Program, receiving over 500+ applicants in the first two weeks and awarding $250K in planned giving grants.
Thank you to all our incredible partners for believing in us and joining us on this mission. Here’s to the next four years of growth, innovation, and making a lasting impact together.
Simply put, we love what we do, we love our partners, and we love helping you succeed! π«Ά π«Ά π«Ά
Spencer Cassidy
Co-founder & CEO, LifeLegacy
Β
Co-Founder & CEO
spencer@lifelegacy.io
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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