The One Page Legacy Plan
As an early pioneer in the DAF industry, Phil Tobin, President of iGiftFund, understands the importance of philanthropy in preparing your client’s heirs for successful wealth transfer and as a way for the client to be remembered by future generations.
The One Page Legacy Plan does not replace the financial, accounting and legal components. Instead, it complements and enables the family to communicate the family story and, with your ongoing involvement, prepare heirs to grow the family’s legacy wealth over succeeding generations.
Family philanthropy has such an overwhelmingly positive impact, it should be a top consideration for you and your high net worth clients.
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