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Florida · Public charity

Foundation for Legacy Planning Inc

Through education and counseling we assist donors and advisors in determining suitable vehicles for fulfilling their charitable intentions. We also help donors ensure their gifts to charity are funded using cost effective mechanisms such as donor advised funds or pooled income funds.

$15k
Granted FY2024(still arriving)
1
Itemized grants FY2024
1
Organizations funded FY2023
0%
First-time grantees FY2023
Read the full brief
Itemized, FY2024
$10k
The rest is grants the schedule does not break out
Median grant, FY2024
$10,000
Largest grant, FY2024
$10,000
Organizations funded a year
1 to 1
FY2020 to FY2023
States reached, FY2024
1
Total assets, FY2024
$1.7M

How open it is to new grantees

In FY2023, 0% of the organizations Foundation for Legacy Planning Inc funded were first-time grantees, receiving 0% of its grant dollars.

New vs renewed · share of each year

In FY2023, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’21’22’23
RenewedFirst-time
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving1$10k0%
FY20231$10k0%
FY20221$15k0%
FY20211$10k0%
FY20201$10kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

International$55k

Top grantees

Largest recipients by total granted, FY2020 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Heart for Africa Inc$55,00050%

Compare Foundation for Legacy Planning Inc with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Foundation for Legacy Planning Inc?

Find your warmest path to Foundation for Legacy Planning Inc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Foundation for Legacy Planning Inc

How much does Foundation for Legacy Planning Inc give?
Foundation for Legacy Planning Inc reported 1 itemized grants totaling $10,000, out of $15,000 in total grant expense reported on the return in its FY2024 IRS filing. It funded between 1 and 1 organizations a year over FY2020 to FY2023.
What does Foundation for Legacy Planning Inc fund?
By grant dollars over FY2020 to FY2024, its largest causes are International (100%).
Who are Foundation for Legacy Planning Inc's largest grantees?
By total granted over FY2020 to FY2024: Heart for Africa Inc ($55k).
Does Foundation for Legacy Planning Inc fund new organizations?
In FY2023, 0% of the organizations it funded were first-time grantees.
Where is Foundation for Legacy Planning Inc based?
Foundation for Legacy Planning Inc is based in FL.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 1 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990 e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2025) is on record and reports $10k of grant expense, but none of it to a named recipient. On a Form 990 that can mean grants abroad, filed by region only (Schedule F), grants under $5,000, which are not itemized, or a schedule referenced as an attachment the e-file does not carry. The figures above are therefore from FY2024, the most recent year this funder named its grantees.

Source object · view filing

Play a game based on Foundation for Legacy Planning’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home