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Author Archive for: "randii.smith"
Home » Archives for Randii Smith
By Randii Smith
In In The Community
Posted December 8, 2016

Family Promise Christmas

During this wonderful time of the year, most of us take for granted our warm homes and the ability to walk into our kitchens and prepare a holiday meal for our loved ones.  It is important to [...]

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By Randii Smith
In In The Community
Posted August 9, 2016

Backpacks for Family Promise

Well, the Dog Days of Summer are upon us.  You know those long, hot, humid days that signal back to school is just around the corner?  Unfortunately, not every student is able to look forward to [...]

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By Randii Smith
In Perspectives
Posted December 21, 2015

Giving Back

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 [...]

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By Randii Smith
In In The Community
Posted September 1, 2015

Employees Donate Backpacks and Supplies to Children in Need

Legacy Trust employees participated in Family Promise’s Back to School Backpack Campaign again this year! The team worked together to purchase items and fill the backpacks for children in need at [...]

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By Randii Smith
In In The Community
Posted July 20, 2015

Legacy Trust Employees Volunteer at Kids’ Food Basket

As part of our community initiative, Legacy Trust employees volunteered at Kids’ Food Basket making sacked suppers. Kids’ Food Basket is the largest organization in West Michigan solely [...]

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By Randii Smith
In Perspectives
Posted March 3, 2015

Phishing Scams on the Rise

What is phishing?  Phishing is the act of sending an e-mail to a user falsely claiming to be a legitimate enterprise in an attempt to scam the user into surrendering private information that [...]

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By Randii Smith
In In The Community
Posted December 12, 2014

Legacy Staff Stocks Family Promise Christmas Store

As the holiday season quickly approached, we reached out to our friends at Family Promise to figure out how we could help. Our friend Kelsy told us about the Christmas Store that they provide to [...]

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By Randii Smith
In In The Community
Posted April 21, 2014

Legacy Staff Donates Cleaning Supplies to Family Promise

Last time we visited Family Promise, we learned more about the organization and got to take a peek into what an average day may look like for the families that are helped. We were told about a [...]

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By Randii Smith
In In The Community
Posted November 11, 2013

Legacy Stocks Family Promise Freezers

The Legacy staff spent Veteran’s Day in their aprons volunteering at Family Promise in Grand Rapids. Melanie, Hilary, Sandy, Laura and I visited in the morning to cook up some chili and bake and [...]

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By Randii Smith
In In The Community
Posted August 14, 2013

Family Promise Backpack Drive

Hardly able to see out my van windows, Laura, Brian and I delivered 18 backpacks to Family Promise in Grand Rapids today.  Over the past month, the Legacy team was challenged to collect [...]

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Recent Posts
  • 2021 Wealth Planning Considerations
    January 18, 2021
  • Welcome 2021 – A Message from President & CEO, Tracey Hornbeck
    January 13, 2021
  • Three Legacy Trust Board of Directors were recognized as 2020 Top 200 GRBJ West Michigan Business Leaders
    December 22, 2020
  • Legacy Trust Staff Collects Food For Feeding America Of West Michigan
    December 22, 2020
Privacy Policy | USA PATRIOT Act

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©2019 Legacy Trust
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.

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USA PATRIOT Act

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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Legacy Trust makes no representation concerning nor is it responsible for the quality, content, nature, or security of any hyperlinked site. This link is provided as a convenience and does not imply any investigation or endorsement of the site.

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Do not send sensitive information over email. If you need to communicate sensitive information, please call us at 616.454.2852

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To our valued clients and friends,
Legacy Trust is here to serve you. Our advisors can be reached via their direct phone lines or through email.
Additionally, we are receiving incoming phone calls to our main office number at 616-454-2852 on weekdays between 9:00 a.m. - 4:00 p.m. Call to schedule an appointment.