In Perspectives

We believe in giving back to our local community. As a business, we recognize we have a social responsibility to support non-profit organizations in West Michigan. Our contributions and volunteer efforts help create stronger, healthier places for West Michiganders to live and work.

Our Legacy Trust Charitable Giving Program aims to actively engage local organizations by providing leadership, financial contributions, in-kind services and volunteer support. In keeping with our corporate mission and values, we aim to strengthen our bond with the community and address the needs of the people who are the most vulnerable.

One of the areas we feel is important to support is the work of community partners who strive to meet critical housing needs of those less fortunate. We are proud to partner with Family Promise as they pursue their goal of ending homelessness one family at a time.

056_PFD7295This Christmas season we donated items to the 4th Annual Christmas Store at Family Promise, an event that allows families the chance to pick out Christmas gifts for their children. The evening is filled with Christmas crafts, cookie decorating, and a homemade Christmas-style meal for the families.

gifts-2As a team, Legacy Trust donated 101 stockings and a large assortment of stocking stuffers and other gifts. We are pleased to be able to say we had 100% participation from team members at Legacy Trust. Toys of all age ranges are available at the store, along with household items and gift cards, so that families can purchase items for their kids and kids can purchase items for their families.

Giving back to the community is something near and dear to our hearts. Please join us in giving back to the West Michigan community, whether it is by providing leadership, financial contributions, in-kind services, or volunteer support. When we all pitch in, we continue to make West Michigan an amazing place to live and work.

Legacy Trust and Your Right to Financial Privacy

At Legacy Trust we have established policies and practices that respect the financial privacy of all individuals who use our trust company. We believe it is critical to comply with the laws and regulations designed to secure your financial privacy. Your relationship with us as our client is very important to us, and we want you to understand our policies and practices about handling your information.

This Policy applies to you – This Policy applies to our relationships with individual clients who inquire about or obtain products or services from us for personal, family and household purposes.

Strict security measures – We take the security of information very seriously. We have established security standards and procedures to prevent access to client information. We maintain physical, electronic and procedural safeguards to guard client information.

Limited employee access – We have established procedures to limit employee access to information to only those employees with a business reason for accessing such information. We educate our employees about the importance of confidentiality and client privacy. We take appropriate disciplinary measures to enforce employee responsibilities regarding client information.

Why we collect information – We collect information about you to:

  • accurately identify you;
  • protect and administer your records, accounts and funds;
  • help us design or improve our products and services;
  • understand your financial needs;
  • save you time when you apply for new products and services; offer you quality products and services; and comply with certain laws and regulations;

We collect information – We collect and maintain your personal information so that we can provide investment management and other services to you. The types and categories of information that we collect and maintain about you include:

  • Information we receive from you to open an account or provide investment advice or other services to you (such as your home address, social security number, telephone, financial information and investment objectives).
  • Information that we generate to service your account or from our transactions with you (such as account statements and other financial information).
  • Information on your transactions with nonaffiliated third parties.

We have established procedures so that the financial information we collect is accurate, current and complete. We are committed to work with you to promptly correct any inaccurate information.

Our selective sharing of information – In order for us to provide investment management and other services to you, we do disclose your personal information in very limited instances, which include:

  • Disclosures to nonaffiliated companies as permitted by law, including those who help us service your account (such as providing account information to brokers and custodians).
  • Other limited disclosures as permitted by law, for example, required reports to government entities.

We do not share your information with third parties for marketing purposes. We do not sell your information.

Former clients – If you end your relationship with us, we will continue to adhere to the privacy policies and practices described in this notice.


Important Information About Procedures For Opening A New Account

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.

What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.

We apologize for any inconvenience this may cause; however, federal law prohibits us from waiving these requirements.

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