Information for Advisors
Helping Your Clients Make Their Legacy a Part of Our Future
At The Legacy Fund of The Columbus Foundation, we recognize that when you’re helping clients with their planning needs that charitable giving often emerges as a planning objective. When it does we want you to remember The Legacy Fund.
Working with The Legacy Fund a smart choice for legal, financial and tax advisors
The Legacy Fund was conceived by 10 forward-thinking leaders in the gay community in 2000. One of their first decisions was to affiliate with The Columbus Foundation, Central Ohio’s leading philanthropic institution since 1943. The knowledge Legacy’s board has of LGBT community needs combined with the philanthropic experience of The Columbus Foundation allows you to introduce The Legacy Fund with confidence, knowing that your client’s intent will be respected and well served.
- Those who identify as gay, lesbian, bisexual or transgendered
- The parents, siblings and children of GLBT persons
- LGBT persons with no children
- LGBT persons in search of beneficiaries for retirement accounts and insurance policies so that proceeds can avoid probate
Contact The Columbus Foundation for additional information
The Columbus Foundation helps advisors understand when and how to introduce the subject of philanthropy and charitable giving to your clients. Helpful resources can be found on-line here. Or contact a donor relations professional directly by calling (614) 251-4000.
Make your client’s planned gift to The Legacy Fund official
- Bequest Language for a Gift to The Legacy Fund
- Gift of Securities to The Legacy Fund
- Beneficiary designation
A Special Request: Notify Us of Your Clients’ Gifts
We know that many of the attorneys and financial professionals with whom we ork have helped their clients make The Legacy Fund a part of their estate plans—whether through bequests, insurance/retirement fund beneficiary designations, or trusts and more complicated instruments.
However, we find ourselves unable to thank most of these generous people, because we are unaware of the intended gift.
You can help us by clicking here and printing out a form that you can complete on behalf of your clients (with their permission, of course) and send to us.