The Legacy Model

A philanthropic fund-of-funds, Legacy invests in a select group of premier venture capital firms that, in turn, invest in promising early-stage companies. Highly sought after, these funds are accessible to only a small circle of investors. We have attained access to these funds by virtue of our personal relationship with general partners, our philanthropic mission, and the contacts Legacy investors themselves bring to the organization.

The diversified basket of several hundred exciting companies from the best venture firms offers Legacy investors a way to achieve superior returns at very reduced risk. This asset class has played a prominent role in the strong returns and growth of large foundations and top university endowments.

As these venture-backed companies prosper and go public or are acquired, distributions flow back to foundation investors or to the charitable organizations chosen by individual investors. Assuming historical venture returns, taxable investors may well see that the tax benefits of donating highly appreciated investments will exceed their original investment.