In The Community Archives

By Legacy Trust

In In The Community

Posted August 25, 2023

Legacy Trust at the 2nd Annual, Barnes & Thornburg, LPP Blue Bridge Bash

Legacy Trust had a great time at the 2nd Annual, Barnes & Thornburg, LLP Blue Bridge Bash!

By Tracey Hornbeck

In In The Community

Posted March 24, 2022

Zootopia – A Real Life Story

West Michigan is like no other community. Not only has it provided me a wonderful place to live, raise a family and work, but it also has taught me the importance of community service and giving [...]

By Legacy Trust

In In The Community

Posted July 2, 2021

LT Staff donates food to United Way’s “Summer Stock Up”

Every year, food pantries across Michigan are fully stocked in the winter months thanks to generous holiday donations—but when summer comes, donations drop dramatically and pantry shelves become [...]

By Legacy Trust

In In The Community

Posted December 22, 2020

Legacy Trust Staff Collects Food For Feeding America Of West Michigan

Over the month of December, the Legacy Trust staff collected various items to donate to the Feeding America of West Michigan. A big thank you to Randii and Spencer for dropping off all of the items!

By Legacy Trust

In In The Community

Posted October 28, 2020

Legacy Trust Family Outing At John Ball Zoo

Our annual holiday party looked a little different this year as we opted for a family friendly evening at John Ball Zoo. Below are a few pictures from the evening:

By Legacy Trust

In In The Community

Posted October 27, 2020

Legacy Trust Sponsors Inaugural WMSC Golf Outing

Legacy Trust sponsored and participated in the Inaugural West Michigan Sports Commission Golf Outing on October 12th at Thousand Oaks Golf Course. Here are a few pictures from the outing: A big [...]

By Legacy Trust

In In The Community

Posted December 23, 2019

Legacy Trust Staff Adopts-A-Family This Holiday Season

The staff at Legacy Trust participated in the Adopt-A-Family program through Arbor Circle to help brighten the Holiday Season for a local family.

By Legacy Trust

In In The Community

Posted November 27, 2019

Taking a Moment to Be Thankful

Taking a Moment to Be Thankful As we spend time with family and friends over the holidays, I wanted to take a moment to celebrate and thank our Legacy Trust family of clients, employees and [...]

By Legacy Trust

In In The Community

Posted October 15, 2019

Legacy Trust is proud to support the Downtown Market Education Foundation

Legacy’s Chief Investment Officer, Laina Mills, recently joined a Legacy Trust Board Member, Charlie Secchia, on the Downtown Market Education Foundation board. Their third annual fundraiser, [...]

By Tracey Hornbeck

In In The Community

Posted July 9, 2019

Community Trust and Leadership

Legacy Trust stands apart from other firms in our industry in many ways. We are particularly proud of our local roots and our collective commitment to the community. As a firm, we are an active [...]

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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.

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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Warning!

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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