Family Legacy Fund

Many people are unaware of tax-exempt planning strategies that help them leave a charitable legacy, reduce taxes and maximize benefits from their assets. Unlike most charitable gift funds and community foundations, the Family Legacy Fund does not only provide you with a way to gift your assets; we expose you to a range of tax-exempt planning strategies so that the act of gifting enhances your welfare and that of your loved ones while also taking care of the charitable causes you favor. Our team will help you and your advisors harness the benefits of inter-vivos and testamentary charitable remainder and lead trusts, bargain sales, gift annuities, retained life estates and outright gifts.

For information on family foundations, tax-exempt planning strategies and Family Legacy Fund’s services, please call 510-428-3362 or email alee@mail.cho.org.