1056-B Eugenia Place
Carpinteria, CA 93013
Phone: (805) 684-0109 Fax: (805) 684-5066
Planned Giving Marketing Solutions facilitates ‘Charitable Life Insurance Gifts’ between donors and non-profit organizations. It is a ‘turn-key’ program that will take a minimum amount of time for both the donor and the non-profit staff. We provide easy access for donors who want to make a major gift to their favorite non-profit whether or not the non-profit is registered.
Nonoprofit Planned Giving Testimonials
"Legacy Life Giving offers a tremendous opportunity for our long time supporters/donors of Bishop Garcia Diego High School. It gives our donors a way to leverage their donation by purchasing a life insurance policy that fits their budget and in return gives the school a guaranteed endowment gift that will help secure the school's future. This program facilitates major gifts from our mid-range donors which opens up a new group of contributors that we can approach for our future funding needs.
Tom Ligare and his team made it very easy for a Bishop family to make a legacy gift and the experience was positve for both the donor and the school."
Director of Advancement
Bishop Garcia Diego High School
"We wanted to leave a legacy gift to Bishop in order to ensure the future of a Bishop High education for future generations of Santa Barbara residents. So, when Bishop suggested that we give a gift of Life Insurance to the school, we were curious to learn more. They explained that we could give $5,000 a year for 5 years. And then, upon our deaths, the school would receive $250,000. Furthermore, the process was simple and didn't require a lawyer. It seemed like a "no-brainer" to us, and we worked with Legacy Life Giving to secure the policy. The process was quick and painless.
We have been involved with a number of nonprofits (both professionally and personally) for a number of years. I don't think that we have ever seen a product such as this that allows donors to leave such a significant gift with so little capital or hassle."
Joe & Maria Fazio
"The Legacy Life Giving Program introduces to on-line donors a creative way to leverage a modest gift into a much larger legacy gift by using life insurance. It is a definite win~win for the donor, the nonprofit, and the development professional."
Pat Snyder CFRE, AFP Fundraiser of the year, Santa Barbara and Ventura County
Santa Barbara/Seattle Planned Giving Consultant