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Legacy Gifting
Purpose Driven Legacy Consulting (PDLC) works with the client's family offices and financial advisors in guiding them to find the right legacy plan that aligns with their purpose and goals for maximum impact. Some ways of creating a legacy are through:
Charitable Gifts and Trusts
IRA's
Life Insurance Gifts
Estate Planning
Real Estate Gifts
Bequests
Donor Advised Funds (DAF)
Once the gift and legacy plans are in place, we provide clients with impact and outcome measurement reports that measure the impact of their gifts.
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