Legacy Financial Management, Inc

Website Links

Description

Legacy Financial Management (LFM) is a full-service philanthropy management firm geared toward helping charitable organizations and family foundations. Its experienced staff, led by Paul Woldar, guides individuals through the process of setting up a not-for-profit entity, allowing them to take advantage of the tax benefits that are naturally given to such structures. By keeping fully abreast of the current tax laws and taking steps to shelter income or estate taxes, LFM can free that money that would have otherwise gone to the government toward your goal of philanthropy.

While there is no doubt that managing a legacy successfully depends on an accurate and detailed administration of services and activities, it is mostly about the people and causes you affect through your support. Legacy Financial Management is a full service philanthropy management firm established to assist those people and charitable foundations committed to helping others.

Based on a combination of more than 20 years of Wall Street experience and the hands on experience of managing a family foundation, LFM has unique insight into the needs of and solutions for charitable foundations. A legacy is not just about lists of donors and allocated funds, but it is about the people affected by your legacy, and whose successes thanks to your support ultimately become part of your legacy.

Products & services

Similar companies nearby