Inspire Change
Legacy Planning is a refreshing approach to charitable giving that transforms traditional philanthropy into strategic impact. Combining Wealth Bridge's financial expertise with 6DC's organizational development capabilities, we've created a model that optimizes wealth preservation and community development.
Why Legacy Planning Matters Here
Financial Security
Ensure your assets are protected and utilized effectively, providing security for you and your loved ones.
Impactful Contribution
Make a lasting, positive impact on your community, reflecting your values and aspirations.
Tax Efficiency
Minimize tax liabilities, preserving more of your wealth for your heirs and charitable causes.
Community Growth
Support long-term community development by addressing immediate needs and laying a foundation for future progress.
Start Your Legacy
Journey Today
Your legacy is more than your financial assets—it’s the lasting impact you leave on your loved ones and the community. We’re here to guide you every step of the way.
Partners in Purpose
Together with our partners, we’re creating sustainable pathways for growth, ensuring every effort leads to lasting community impact.
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Solutions for Organizations
& Individuals
Whether you’re an organization seeking sustainable funding or an individual shaping a personal legacy, our tailored approach ensures lasting impact.
Organizations
From immediate funding to sustainable campaigns, build long-term stability and maximize your community impact.
Immediate Funding & Assessment
Long-Term Campaigns & Donor Engagement
Sustainable Impact
& Growth
Private Foundation Partnerships
Take the First Step Toward Building Your Legacy
We’re here to help you create a meaningful legacy that aligns with your values and goals. Whether you’re an individual looking to support loved ones and causes close to your heart, or an organization seeking financial sustainability, our team is ready to guide you every step of the way.
Gift in a Will (Bequest)
Gifts of Securities
Gifts of Capital Property
Registered Accounts: Naming Charities as Beneficiaries
Gifts of Life Insurance
Donation of Private Company Shares
Charitable Remainder Trusts
Donor-Advised Funds
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Explore Your Legacy Gifting Options For Indvidual Donors
Legacy planning is a deeply personal journey. It’s about reflecting your values, supporting the people and causes you cherish, and making strategic decisions that resonate with your life’s purpose. We offer a variety of legacy gifting options to suit your individual needs and philanthropic goals.
FAQ
No, legacy planning is for everyone. It’s about aligning your values with purposeful actions, whether supporting a charity, leaving an inheritance, or funding a community initiative. It focuses on creating meaningful impact, regardless of wealth, allowing anyone to contribute to causes and goals they care deeply about.
Yes, legacy plans are flexible and should evolve with your life. Major milestones like career changes, family growth, or financial shifts may require updates. Regular reviews ensure your plan remains aligned with your goals, values, and changing circumstances.
Start by identifying your values, goals, and the impact you want to leave. Then, consult professionals like financial planners, lawyers, and legacy process consultants to develop a strategy that incorporates estate planning, philanthropy, and community contributions aligned with your vision. Contact us if you would like to explore your options.
Legacy planning expands beyond estate planning by focusing on both financial inheritance and the values, vision, and impact you want to leave behind. It incorporates philanthropy, community engagement, and sustainability, aiming to create enduring benefits for future generations and causes.
About
Wealth Bridge &
6 Degrees Consulting
Together, we offer a holistic approach that addresses both your immediate needs and long-term aspirations
Wealth Bridge
Experienced in wealth management and estate planning, Wealth Bridge specializes in personalized strategies for wealth preservation.
6 Degrees Consulting
Experienced in strategic funding and capacity building, 6DC transforms philanthropy into strategic impact.
Individuals
& Families
Align personal wealth and values-driven giving to support loved ones, empower causes, and inspire change for generations.
Personalized Estate
& Wealth Planning
Strategic Philanthropy
& Tax Efficiency
Lasting Legacy
& Community Influence
Charitable Giving
Options
Endowment & Capital Campaigns
Strategic Donor Engagement Initiatives
Non-Dilutive Grants & Funding Solutions
Private Foundation Partnerships
Long-Term Funding Agreements
Planned Giving & Bequest Programs
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Explore Your
Organizational
Funding Strategies
For nonprofits and charities, legacy planning ensures long-term financial resilience, enabling you to focus on your core mission. By implementing strategic campaigns, forging lasting donor relationships, and optimizing funding avenues, you can establish a financial foundation that sustains your programs and amplifies your community impact. Consider these approaches to secure and grow your organization’s legacy: