Philanthropy, Voluntarism, and Grantmaking

Legacy Global Foundation, Inc.

Live Well, Leave a Legacy

Mesa, AZ

Mission

Legacy blesses the whole earth through innovative, effective, ethical, and responsible charitable service and solutions. Legacy empowers and creates opportunities for stakeholders. Legacy creates well-being and prosperity by inspiring the transfer of values across generations. Legacy delivers the promise that you are blessed when you bless others.

Ruling Year

2014

Principal Officer

Melodie Durfee

Main Address

1423 S Higley Rd Ste 127

Mesa, AZ 85206 USA

Keywords

Donor Advised Funds, Alternative Assets, Complex Planned Giving

EIN

37-1440662

 Number

6265385623

Cause Area (NTEE Code)

Fund Raising Organizations That Cross Categories includes Community Funds/Trusts and Federated Giving Programs) e.g. United Way (T70)

IRS Filing Requirement

This organization is required to file an IRS Form 990 or 990-EZ.

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Programs + Results

What we aim to solve

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Our programs

What are the organization's current programs, how do they measure success, and who do the programs serve?

SOURCE: Self-reported by organization

Programs

Youth Theater

Where we work

Charting Impact

Five powerful questions that require reflection about what really matters - results.

SOURCE: Self-reported by organization

What is the organization aiming to accomplish?

What are the organization's key strategies for making this happen?

What are the organization's capabilities for doing this?

How will they know if they are making progress?

What have they accomplished so far and what's next?

Legacy's goal is to bless the whole earth by delivering the promise that inspires charitable giving. Our goal is to become one of the largest independent providers of planned giving tools such as split interest gifts, grants, and donor advised funds.

Legacy makes critical connections. We connects donors with qualified professional planners. This enables donors to accomplish their charitable mission and produces resources to fund charitable grants. We connect donors with charitable giving opportunities. Donors give more and benefit for from their giving when they know and see the charities they are supporting. We connect the charities and nonprofits we support with funding sources. Charities need money. But they also need people. We help them develop both. We then provide accountability among all of our connections for their respective contributions and benefits.

Legacy captures funds for charitable purposes that would otherwise be lost to taxes or simply ignored. We do this by helping donors achieve their goals, and by helping professional advisors succeed with their clients. When the solution to a complex tax or succession problems involves a charitable gift, everyone wins, and the world is made better in fact and not just in theory.

The key indicators for legacy are: 1) how many donors we help define and accomplish their own charitable mission, 2) how much money we raise and give away in charitable grants each year, 3) the output of the charitable programs we run and support.

Since is founding at the beginning of this century, Legacy has grown from a small operation to a large multi-million dollar fund that supports charities throughout the United States and the world.

External Reviews

Financials

Legacy Global Foundation, Inc.

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FREE: Gain immediate access to the following:

  • Address, phone, website and contact information
  • Forms 990 for 2017, 2016 and 2015
  • A Pro report is also available for this organization.

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Operations

The people, governance practices, and partners that make the organization tick.

Need more info?

FREE: Gain immediate access to the following:

  • Address, phone, website and contact information
  • Forms 990 for 2017, 2016 and 2015
  • A Pro report is also available for this organization.

See what's included

Board Leadership Practices

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section, which enables organizations and donors to transparently share information about essential board leadership practices.

SOURCE: Self-reported by organization

BOARD ORIENTATION & EDUCATION

Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations?

No

CEO OVERSIGHT

Has the board conducted a formal, written assessment of the chief executive within the past year?

No

ETHICS & TRANSPARENCY

Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year?

No

BOARD COMPOSITION

Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership?

No

BOARD PERFORMANCE

Has the board conducted a formal, written self-assessment of its performance within the past three years?

No