WHO WE ARE
Foresight Legacy Planning helps nonprofits turn donor values into guaranteed future gifts using customized whole life insurance strategies. We work alongside your advancement team to identify mission-aligned supporters and provide them with a way to create a legacy gift—without disrupting current giving or cash flow. This approach unlocks a new layer of sustainable, long-term funding that supports your mission beyond today.
HOW WE SERVE OUR CLIENTS
Creating Lasting Charitable Impact with Foresight Legacy Planning
At Foresight Legacy Planning, we understand your desire to make a meaningful difference in the world. Our specialized approach bridges your philanthropic aspirations with innovative financial solutions that amplify your impact.
01
Design & Fund Policies
Donors fund policies on their own lives, naming your organization as the beneficiary. These gifts are permanent, guaranteed, and unrestricted.
02
Engage with Purpose
Our team conducts purpose-driven education sessions that inspire action and long-term thinking—today, not tomorrow.
03
Manage & Steward
We support donor stewardship, annual reviews, and alignment with your broader planned giving strategy.
WHY FORESIGHT
Our Approach
Our approach is designed to build a reliable financial foundation for nonprofits, inspire donors to give more meaningfully, and deliver these benefits without creating any financial burden for the organization. This creates steady revenue, empowers greater donor generosity, and supports operational efficiency, all without requiring additional resources.
01
Stabilize Long-Term Revenue
Reduce reliance on volatile donor trends and create a reliable foundation for your mission.
02
Empower Donors to Think Bigger
Enable meaningful legacy gifts—often 5x to 10x larger than current giving capacity—without competing with existing campaigns.
03
No Cost to Your Organization
Our services are fully funded through the planning work with donors. No fees, no additional staffing needed.
KEY DONOR BENEFITS
Tax Deductions
Naming a nonprofit as both owner and beneficiary of a life insurance policy can make your premium payments tax-deductible, helping your gift go even further for the causes you love.
Magnified Impact
Because the death benefit often far exceeds the total premiums paid, your gift to charity can create an even greater legacy and impact than a traditional cash donation.
Flexibility
Legacy gifts allow organizations to use funds right away, save for the future, or tailor how proceeds best support their mission.