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ABOUT US

At Foresight Legacy Planning, we help nonprofits secure lasting future gifts through customized whole life insurance strategies. With over 40 years of experience, we engage with mission-driven supporters, enabling legacy gifts without affecting current donations, strengthening your organization's long-term financial foundation.

OUR PEOPLE

The Team Behind Foresight Legacy Planning

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Rick Davidson

Chief Operating Officer

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Steve Davidson

Sr. Vice President of Strategic Marketing

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Shea Upton

Vice President of Planning & Client Strategy

OUR MISSION

To revolutionize legacy philanthropy through a sophisticated, tax efficient life insurance strategy that empowers donors to magnify their charitable impact—while providing nonprofits with guaranteed, long-term financial sustainability.

Ready to get started?

Reach out to discover how legacy giving can secure your organization’s future.

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