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Legacy Planning | Legacy Society
Employee Benefits

Legacy Planning

Your organization may have donors who are planning to give money to your organization as part of their will. There may be others who want do do something special but don't know how. We help these generous donor maximize their planned contribution. By simply planning ahead, a donor may be able to make a larger gift than they otherwise could, let them receive income for life, earn a higher investment yield, or reduce their capital gains or estate taxes, depending on the giving plan they choose.

Legacy Society

A Legacy Society is a recognition program of a charitable organization that is used to encourage the organization’s members and supporters to participate in planned giving. Legacy Societies are an effective way to market that your organization is accepting donations through planned giving. We can help you evaluate if a legacy society is right for you, and help you in planning its creation.

Employee Benefits

As a business with employees, we can also help you with offering comprehensive, affordable employee benefits. See our Businesses page for more information.

Sectors We Serve
Individuals & Families
Credit Unions
Human Service Agencies
Foresight Financial Planners, Inc.
950A Union Road, Suite 206
West Seneca, NY 14224


Securities offered through Securities America, Inc. (SAI), Member FINRA/SIPC. Advisory Services offered through Securities America Advisors, Inc. (SAA). SAI and SAA may only transact business in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in international jurisdictions where SAI and SAA and its registered representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

Health, other non-variable insurance products and estate planning are not offered through SAI or SAA. Legal and identity theft plan services are provided solely by LegalShield. Information should not be construed as legal or tax advice; you should speak with an attorney or tax advisor. Neither SAI or SAA assisted in the preparation of this material, and while it is believed to be from a reliable source, its accuracy and completeness are not guaranteed. Opinions expressed are those of the author and are not necessarily those of SAI and SAA. The material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. SAI and SAA are not responsible for information contained in websites or literature referenced herein. SAI, SAA, Foresight Financial Planners, Inc., LegalShield and other companies listed herein are separate entities, individually owned and operated.