Legacy Global Foundation, Inc.

Live Well, Leave a Legacy

Mesa, AZ   |  www.legacyglobal.org

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 info

2014

Principal Officer

Melodie Durfee

Main address

4435 E HOLMES AVE

Mesa, AZ 85206 USA

Show more contact info

EIN

37-1440662

NTEE code info

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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Communication

Blog

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

Legacy aims to address the problems in charitable planning by providing custom solutions to advisors and donors on fulfilling charitable missions throughout the world.

Our programs

SOURCE: Self-reported by organization

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

Programs

Make grants for education, arts, disaster relier, community needs, and other non-profits.

Population(s) Served
Adults

Supports youth theater programs through out the United States

Population(s) Served
Children and youth

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of donor-advised funds

This metric is no longer tracked.
Totals By Year
Population(s) Served

Age groups, Family relationships, Religious groups, Social and economic status, Work status and occupations

Related Program

Programs

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

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

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.

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.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is your organization collecting feedback from the people you serve?

    Electronic surveys (by email, tablet, etc.),

  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve,

  • What significant change resulted from feedback?

    We have changed how we track the progress of communication by implementing new processes in our CRM, Marketing Materials and training materials for vendors and staff.

  • With whom is the organization sharing feedback?

    Our staff, Our board,

  • Which of the following feedback practices does your organization routinely carry out?

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback,

Financials

Legacy Global Foundation, Inc.
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Operations

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

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Connect with nonprofit leaders

Subscribe

Build relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

Legacy Global Foundation, Inc.

Board of directors
as of 12/6/2021
SOURCE: Self-reported by organization
Board chair

Delight Moser

No Affiliation

Term: 2020 -

Tom Brown

No Affiliation

Paul Peterson

No Affiliation

Delight Moser

No Affiliation

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and 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? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 2/11/2021,

Who works and leads organizations that serve our diverse communities? GuideStar partnered on this section with CHANGE Philanthropy and Equity in the Center.

Leadership

No data

Race & ethnicity

No data

Gender identity

No data

 

No data

Sexual orientation

No data

Disability

No data