Over 60 years of experience as an independent advisor representing our client’s interests.
Helping Charitable organizations is all that we do. We pursue our client’s satisfaction by optimizing their gifts of life insurance.
Our innovative team and proven process mean each organization benefits from our relationships and experience.
In our conversation with philanthropic organizations, traditional wisdom is “Life” insurance is a four letter word. It can be complex, frustrating, and tough to pinpoint how it can increase the impact charitable organizations seek. We believe this stems from a major gap in the advice being given. At Legacy Giving, we bridge this advice gap by combining our 60+ years of experience leveraging life insurance to help non-profits meet and exceed their donation goals.
Our process for producing large gifts of life insurance helps simplify the complex and maximize results for charitable organizations. By utilizing our experience in sophisticated “life” insurance approaches for philanthropic benefit, we can not only manage your existing insurance policies, but also develop a strategy and train your development team to leverage life insurance for new gift structuring.
Tyler is the Principal of Legacy Giving, an independent life insurance and estate planning firm headquartered in Maumee, Ohio. Legacy Giving works nationally supporting various charitable organizations and their donors navigate the many options for efficient charitable planning.
Tyler and his wife, Caitlin, along with their three young sons and baby daughter, enjoy spending time together doing outdoor activities, traveling and getting involved in their local community.
As a Donor Advisor, John is responsible for educating both non-profits and their donors on the various options of using “life” insurance to maximize the gift’s impact. Utilizing his vast experience, John has a thorough understanding of what all stakeholders are looking to accomplish.
John has worked for two publicly traded banks where he has spent time as an investment advisor, trust officer and most recently, was the Head of Private Banking. He has served on a handful of non-profit boards and has participated in both raising funds and structuring gifts. Having grown up in the Irish Hills of Michigan, John often takes his family back to the area to enjoy the many lakes.
In the role of Case Manager, Terrah helps quarterback cases from start to finish. She is responsible for assisting the advising team by assembling case files, coordinating donor and non-profit communication, and facilitating the execution of the gift strategy.
Terrah brings a unique skill set to Legacy Giving stemming from her prior experiences with non-profits in the finance and information technology industries. She graduated in 2019 with an Associates degree in Applied Science, and when not in the office, Terrah enjoys spending time outdoors and with her friends and family.
As a Client Liaison, Erynne is responsible for guiding our clients and donors through the journey of life insurance. She focuses her efforts on ensuring that communication between our team and yours is smooth and as efficient as possible.
Erynne is a native of Northwest Ohio and spends most of her free time relaxing with her husband and two children.
The Legacy Giving Resource hub contains a number of carefully constructed thought leadership pieces to help you understand the impact sophisticated ``life`` insurance strategies can mean to your organization's mission. Our wisdom for your donor's wealth.
1440 Arrowhead Drive
Maumee, OH 43537
567.314.1035