"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
"Every nonprofit should have this product on their shelf."
Jim Dougherty, Development Director Lobero Theatre
Santa Barbara, CA
On the Board of Directors for Hospice of Santa Barbara
"Tom has made life planning for people so easy! He can show you how to make the most impact with your charitable giving to a cause you care about, no matter what your economic status. Protect your assets and leave a lasting legacy at the same time through Planned Giving Marketing Solutions."
Monica McDade – Special Olympics of Southern California
“This sounds impressive and certainly Jan Campbell and the Santa Barbara Foundation should be aware of this strategy and product. It is good to know about this creative work.”
Peter Karoff – Chairman and Founder of The Philanthropic Initiative, author & speaker appearing on NBC Nightly News, CBS Evening News, PBS NewsHour.
"Thank you for the opportunity to review and comment on your Legacy Life Giving program offered to nonprofit organizations for their important charitable giving programs. The choice of both carrier and policy types with their guarantees will provide security to the organizations that the benefits will be paid as promised. Also, the use of a single pay, or paid over a 5 year period will protect the organization from having to pay the premiums on their received charitable gift."
Dick Bell, CLU, ChFC, CFP, MSFS, REBC, RHU
Board of Trustees – Society of Financial Service Professionals
"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
"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
"The idea of helping Special Olympics began with my handicapped dad. I have been working with and coaching Special Olympic athletes in the last few years. I wondered how I could help Special Olympics financially and I heard about Legacy Life Giving. It was a program that I felt was a good fit because it was simple, affordable and I could give in a big way to great organization."
Liz Frech, Volunteer Coach for Santa Barbara Special Olympics
“I was introduced to Tom Ligare and the Legacy Life Giving program over four years ago at its inception. The program was brought to me because of my background in non-profit organizations and my background in marketing for major companies.I have been involved ever since with regular updates and conversations providing general direction decisions and providing insight as to program development. The program has been designed specifically to meet the needs of non-profit organizations as an “on-line outsourced charitable giving” program. This is the only charitable giving program that I have seen that is directed towards the mid-donor to leave a significant contribution. Most planned giving programs are focused on the top 1% or 2% of contributors. The Legacy Life Giving program will provide a wider reach and be effective for a much larger group of people. I feel that Legacy Life Giving is an important innovative new tool for all non-profits interested in securing future funding to continue their important mission for little or no cost to the non-profit.”
President of Balance Bar sold to Kraft Food
Santa Barbara, California