Have You Protected Your Philanthropic Legacy?
Most people have never considered how their philanthropic funds will be deployed after they are gone. Some people have identified who will make decisions, however few have gone to the next step — to provide a roadmap for their intentions and dreams.
If you have charitable assets, you need a plan.
You need a
Legacy Roadmap™.
A Legacy Roadmap is for everyone who has lived a life of purpose and plans to give charitably in the future.
It was developed by expert philanthropy advisors with decades of experience working alongside successful families and foundations to architect and deploy their philanthropic strategies.
If you have lived a life of purpose and want that purpose to extend beyond your lifetime, a Legacy Roadmap will help to define and document your values, areas of focus, and decision-making criteria to guide future giving.
Think of it as a healthcare directive, but for the health of your philanthropic legacy.
Your Charitable Legacy May Be Written By Others.
Billions are donated upon passing every year — in ways the donor may not have supported during their lifetime.
Those who leave to heirs and custodians often do so without providing clear guidance.
For those with no plan, these decisions are often made by a member of their financial team — someone who has likely never discussed legacy charitable goals.
And organizations that receive these gifts can shift in leadership and priorities, sometimes pursuing a mission that is at odds with donors of the past.
Don't want someone else to write your philanthropic legacy? You need a Legacy Roadmap.
Is Your Portfolio Complete?
If you have a healthcare directive, a will, or even a life insurance policy, you understand the value of being prepared.
A Legacy Roadmap defines the plan.
A Legacy Roadmap is necessary to provide clarity for heirs and custodians to ensure that your resources are applied to the causes you care about most. It can direct giving to organizations. And it enables you to take advantage of future breakthroughs with your giving.
A Charitable Distribution Trustee ensures the plan is implemented.
A Charitable Distribution Trustee is a designation you can make during lifetime to appoint a person, a firm, or a team to serve as steward of your philanthropic vision. You can name a family member or an advisory team member. Anonymous Philanthropy can also serve as your Charitable Distribution Trustee.
When established by a professional partner, a Legacy Roadmap provides a new option for those who wish to define the power and purpose of their future giving.
Trust and estate attorneys help families plan for their heirs. CPA’s help minimize taxes. Investment advisors safeguard and grow capital. Who is working to ensure your philanthropy is carried out with intention?
Start Planning Your Legacy Roadmap Today.
You can go through the process of creating a Legacy Roadmap with trusted family members or personal advisors.
Click below to download the framework we use to lead our own clients through this process.
Ready to Work with a Trusted Professional?
Leverage our decades of experience helping families and foundations deploy philanthropic assets with precision.