Our Mission, Vision & Beliefs
Legacy blesses the whole earth through innovative, effective, ethical, and responsible charitable service and solutions. Legacy empowers and creates opportunities for stakeholders. Legacy creates well-being and prosperity by inspiring the transfer of values across generations. Legacy delivers the promise that you are blessed when you bless others.
Charitable Planning
Our team of experts can help you plan the best impact for your community. Speak to our team about what charitable plan is right for you!
Charitable Management
Allow us to manage your charitable mission. We do the vetting and compliance work, you do the giving! Partner with our team today to maximize your charitable mission!
For-Impact Programs
We are a "For-Impact" organization that helps see the bigger picture when it comes to making an impact. Make an impact with confidence knowing that the difference you make is evergreen!
Core Expertise
- Charitable Stewardship & Administration
- Complex Transactions & Planned Giving
- Alternative Assets
- International Giving
- Inter-Generational Planning & Training
- Impact Investing
- Coordinating with Advisors on Risk & Tax Strategies
Legacy’s Mission focuses on the following areas of specialization: Addiction Recovery, Animal Welfare, Arts, Community Development, Counseling, Culture & Humanities, Education & Scholarships, Environment & Species Protection, Geological Research, Human & Health Services, Humanitarian Relief, Justice & Public Safety, Matching Grants, Medical Assistance, Medical Research, Promoting Indian Nations & First Nations, Religion, Scientific Research, Social Welfare, Technology Development, and Women's & Children's Shelters.