Bronze

Text & media

Quickly assess whether you have the capacity, inclination, and clarity to pursue legacy giving.

Match your assets (IRA, DAF, real estate, stock) to the legacy vehicles that maximize impact and tax efficiency.

Surface alignment — or resistance — among spouses, children, and board members before you commit.

Identify the attorney, CPA, and financial advisor who will quarterback your legacy plan.

Draft the 1–2 sentence legacy statement that guides every downstream decision.

Turn insight into action with sequenced next steps, owners, and deadlines.