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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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:
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:
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:
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.
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.
Do not send sensitive information over email. If you need to communicate sensitive information, please call us at 616.454.2852
The views expressed on Linkedin do not necessarily reflect the views of Legacy Trust
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. |