Legacy Gifting Fund
This investment vehicle is designed as a simple yet effective means to retain your principal while providing monthly financial support to individuals and organizations that are important to you.
Once you let us know the individuals and organizations you would like to support, including the monthly support level, we calculate the capital allocation amount and handle the distribution of monthly earned income to your defined beneficiaries. You can make changes at any time.
You can contact one of our client support representatives at 800-893-6184 .