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Foundation For Legacy Planning Inc

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 822359674 ✦ Saint augustine, FL ✦ Designated as a 501(c)(3)

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Overview

What is Foundation For Legacy Planning Inc?

Foundation For Legacy Planning Inc, situated in Saint Augustine, Florida, is a nonprofit organization dedicated to guiding donors in fulfilling their charitable aspirations. They provide educational resources and counseling to help donors identify the most suitable means of giving, such as donor-advised funds or pooled income funds. By doing so, they ensure that donors' gifts to charity are delivered in a cost-effective manner. In 2019, they launched funds for this purpose and hosted numerous educational sessions for advisors and donors, furthering their mission.


Official website here: www.legacyplan.org

Is Foundation For Legacy Planning Inc legitimate?

Foundation For Legacy Planning Inc is a legitimate nonprofit organization registered as a 501(c)(3) entity. Foundation For Legacy Planning Inc submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.legacyplan.org

What is the mission statement of Foundation For Legacy Planning Inc?

The Foundation for Legacy Planning Inc., in its mission, provides education and counseling to donors, helping them identify appropriate charitable vehicles. The organization's goal is to ensure that these donors' gifts to charity are funded in a cost-effective manner, utilizing options such as donor advised funds or pooled income funds. The foundation began operating funds for this purpose in 2019 and held numerous educational sessions for advisors and donors, supporting its mission.


Official website here: www.legacyplan.org

Who is the CEO of Foundation For Legacy Planning Inc?

Allan Harkness is the Ceo of Foundation For Legacy Planning Inc. The CEO's salary of Foundation For Legacy Planning Inc is $0 and their total compensation is $0.


Official website here: www.legacyplan.org

What is the revenue of Foundation For Legacy Planning Inc?

Foundation For Legacy Planning Inc's revenue in 2022 was $373,964.


Official website here: www.legacyplan.org

Who are the executives of Foundation For Legacy Planning Inc and what are their salaries?

There 2 volunteers at Foundation For Legacy Planning Inc.


Here are 4 key members and their salaries (Foundation For Legacy Planning Inc's CEO's salary is $0 and their total compensation is $0):


Lindsay Harkness (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Allan Harkness (Ceo)
  • Compensation: $0
  • Related: $0
  • Other: $0
Margaret Harkness (Cfo)
  • Compensation: $0
  • Related: $0
  • Other: $0
Allison Harkness-Holt (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.legacyplan.org

Where can I find the form 990 for Foundation For Legacy Planning Inc?

Foundation For Legacy Planning Inc's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.legacyplan.org

Learn more at the official website: www.legacyplan.org

Mission Statement of Foundation For Legacy Planning Inc

The Foundation For Legacy Planning Inc is dedicated to aiding donors in fulfilling their charitable aspirations. Through educational sessions and counseling, the organization assists donors in identifying appropriate channels for their philanthropic intentions. Moreover, the Foundation ensures that donors' gifts to charities are funded efficiently using strategies such as donor advised funds or pooled income funds. In 2019, the Foundation started operating funds for this purpose and continued to support its mission by conducting educational sessions for advisors and donors.

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Impact




October, 2024

Foundation For Legacy Planning Inc significantly impacts the philanthropic landscape by providing essential education and counseling to donors. By guiding individuals in identifying suitable vehicles for fulfilling their charitable intentions, the organization enhances the effectiveness of charitable giving.

Through the use of cost-effective mechanisms, such as donor advised funds and pooled income funds, they ensure that donations are not only meaningful but also financially efficient. Their commitment to conducting numerous educational sessions for both advisors and donors fosters a deeper understanding of charitable planning, ultimately empowering individuals to maximize their philanthropic contributions. This support not only benefits the donors in achieving their charitable goals but also amplifies the impact of their gifts on the communities and causes they care about.




This information is meant to be a general summary of Foundation For Legacy Planning Inc. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$373,964 (2022)
Expenses
$70,037 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $61,676
  • Gross Receipts: $373,964

Assets and Liabilities:

  • Total Assets: $1,001,188
  • Total Liabilities: $9,220
  • Net Assets: $991,968

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Organization Details

Founding Year

2017

Principal Officer

Allan Harkness

Main Address

4475 US Highway 1 S Ste 206, Saint Augustine, FL, 32086

NTEE Category

Code: T50 - Philanthropy

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