At LifeLegacy, making a positive impact is part of who we are—no matter where we are. 🌍✨ On vacation in Costa Rica, Jordan Cassidy and his family visited Halfway Home Tamarindo, an incredible animal rescue shelter. He and the family had the opportunity to roll up their sleeves and help out around the shelter and learn more about their amazing mission. 🐾 This holiday season, let’s remember: adopt, don’t shop. Thank you, Halfway Home Tamarindo, for the warm hospitality and the amazing work you do! ❤️🐕🐈 To learn more about Halfway Home Tamarindo, visit here: https://lnkd.in/eVFY4B2u #nonprofit #lifelegacy #animalrescue #animalshelter
LifeLegacy
Financial Services
New York, New York 1,356 followers
Grow your nonprofit’s impact with LifeLegacy’s estate planning tools. Secure lasting gifts and build a stronger future.
About us
Nonprofits collectively miss out on billions in legacy gifts without a planned giving program. LifeLegacy solves this by making estate planning simple, accessible, and impactful. Our white-labeled tools—like online wills, charitable bequest options, and donor analytics—give your organization the power to secure more planned gifts and elevate your fundraising strategy. In the past year, we’ve helped our nonprofit partners generate over $100M in pledged gifts. With LifeLegacy, we redefine what’s possible in planned giving, helping you build a stronger future. It’s your mission, your legacy—maximized.
- Website
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http://www.lifelegacy.io
External link for LifeLegacy
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- New York, New York
- Type
- Privately Held
- Founded
- 2020
Locations
Employees at LifeLegacy
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Patrick L. Cole, CLTC® LACP
Helping create Generational Wealth, Retirement and Extended Care strategies to protect your Legacy for those you promised to care for.
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Cheryl C.
Certified Guided Autobiography (GAB) Instructor
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Eric Rooney
Death Advocate + Educator + Doula. Certified Crematory Operator . Founder. Speaker. Farmer. "We all die. Know your options. Prepare. Have peace."
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Andrew Jenkins
Founding Attorney - Life & Legacy Estate Planning and Elder Law; JD at Lewis & Clark Law School; LLM in Estate Planning & Elder Law at Western New…
Updates
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Wishing all of our friends and incredible partners a Happy Howlidays from the LifeLegacy family!
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LifeLegacy reposted this
Don't overlook the power of optimizing and "cleaning" your database of donors. This is one of the key ingredients to building a more effective fundraising strategy.
Your nonprofit's database could be the key to unlocking more planned gifts—but only if it's optimized for success. 🗂️ In our latest blog, we dive into practical tips for managing donor data, identifying top prospects, and building lasting relationships that amplify your mission. Ready to take your planned giving strategy to the next level? 🌟 Read more: https://lnkd.in/gP_uiXUk
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Nonprofits face the ongoing challenge of maintaining consistent funding amidst economic shifts and donor preferences. 📊 Planned giving programs offer a sustainable solution—but implementation can feel daunting without the right tools. That’s where LifeLegacy’s Giving Suite comes in, simplifying the process and empowering your nonprofit to secure future funding with ease. 💡 Read more: https://lnkd.in/gCbTY6xT
Building Long-Term Funding Stability for Nonprofits: The Value of a Planned Giving Suite
https://lifelegacy.io
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Your nonprofit's database could be the key to unlocking more planned gifts—but only if it's optimized for success. 🗂️ In our latest blog, we dive into practical tips for managing donor data, identifying top prospects, and building lasting relationships that amplify your mission. Ready to take your planned giving strategy to the next level? 🌟 Read more: https://lnkd.in/gP_uiXUk
Optimizing Your Database for Planned Giving
https://lifelegacy.io
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At LifeLegacy, our mission to make an impact goes far beyond the tools we provide. Our team includes passionate fundraisers, nonprofit board members, dedicated volunteers, and more—all united by our love for philanthropy.💙 Today, we’re thrilled to highlight the incredible work of our co-founder, Jordan Cassidy, with the Littleton Public Schools Foundation. As part of Colorado Gives 2024 (Colorado Gives Foundation), you can support initiatives like educator grants, mental health resources, career development, and other impactful programs for students and staff at LPS. Together, we can empower brighter futures. 🙌 👉 To donate, visit here: https://lnkd.in/gpBVzenD We’re proud of the impact we drive alongside our partners at LifeLegacy and in the communities we care about. Keep leading the way and making a difference, Jordan! 👏 #ColoradoGives #Donate #Nonprofit #LittletonPublicSchool #LifeLegacy
Support Help Jordan support LPS Foundation 2024 on ColoradoGives.org
coloradogives.org
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🔎 Looking to reduce your taxable income while supporting the people and causes you care about? Here are some end-of-year tax tips from Fidelity Investments for those with a generous and giving mindset: Bunch Charitable Contributions: Combine multiple years’ worth of donations into one year to exceed the standard deduction. Consider a donor-advised fund to claim the deduction now but spread the giving over time. Donate Appreciated Assets: Give stocks or mutual funds held for over a year to a qualified charity. Deduct the full value and skip capital gains taxes—win-win! Don’t Forget Contributions of Cash and Property: From cash donations to items like furniture, deductions are possible up to 60% of your AGI. Make sure to document it all! Consider Gifting to Loved Ones: You can gift up to $18,000 per person in 2024, tax-free. It’s a great way to reduce your estate and spread joy. ✔️ Thoughtful giving can make a big impact—for others and your finances. For the full breakdown, read here: https://lnkd.in/gHiKUYVH How will you give this season? 🎁 #TaxPlanning #Generosity #SmartGiving #Fidelity #LifeLegacy
12 last-minute tax tips for 2024
fidelity.com
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Happy Giving Tuesday, changemakers! The LifeLegacy team is wishing you all day full of success and impact. Remember, giving takes many forms. For those exploring ways to give—and give big—consider a planned gift. It’s a meaningful way to create a lasting impact for the future. #GivingTuesday #nonprofit #donorengagement #lifelegacy
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Unlock your organization's planned giving potential with a "fractional approach." Planned giving can be transformative for nonprofits—but limited resources often stand in the way of building a successful program. That’s where LifeLegacy’s Fractional Planned Giving Officer (PGO) Program comes in. For a fraction of the cost of a full-time hire, nonprofits gain access to seasoned experts dedicated to planned giving success. Our fractional PGOs bring decades of experience, certifications like CFRE and CAP, and exclusive access to LifeLegacy’s Giving Suite to streamline legacy giving. Tailored, cost-effective, and impactful—this is a game-changer for nonprofits ready to unlock their planned giving goals. 👉 Learn more about our Fractional Planned Giving Officer Program and what's offered: https://lnkd.in/gizFTAN8
Commit to a Planned Giving Program by Going “Fractional”
https://lifelegacy.io
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A strong planned giving program ensures sustainability for your mission. This quick read breaks down the essential components of building one—from engaging donors to leveraging effective tools. 💡 Learn how to grow long-term impact with practical, actionable insights: https://lnkd.in/gNeHu4AT
Key Foundational Components for a Strong Planned Giving Program
https://lifelegacy.io