In In The Community

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 back to others.

I started serving on boards early in my professional career. I cherish the relationships I’ve built along the way and the impact we collectively have made on our community. While I have served on many boards over the years, I am particularly proud of my 15 years on the John Ball Zoo Board of Directors, the last four as Chair. It’s a terrific organization and a tremendous asset to our community.

As the Zoo prepares to open this week for its 131st year, I take stock of the positive change during my tenure. While I certainly cannot individually take credit, I am honored to have played a part in the Zoo’s growth, the joy it brings to residents and visitors, the lessons it teaches our children, and the conservation role it provides to wildlife.

I joined the Board in 2007 and since that time attendance at JBZ has risen 40 percent. Thanks to the generosity of the community, we’ve been able to raise nearly $30 million for capital improvements and new exhibits. These upgrades have helped us double the Zoo’s annual revenues. And the growth hasn’t been limited to just visitors – we have celebrated 8,730 zoo births during the past 15 years.

Our Zoo is the fourth most attended cultural facility in Michigan attracting more than 600,000 visitors annually. It has a $40 million annual economic impact in our local communities. But perhaps the most impressive statistic involves a little-known initiative. More than 55,000 economically disadvantaged children and adults in Kent and Ottawa counties have receive free admission to the Zoo through our JUMP program, which has grown 180 percent since 2007.

John Ball Zoo’s mission is to inspire our community to be actively engaged in the conservation of wildlife and our natural environment. The Zoo staff is among the finest in the nation – caring for more than 213 species and over 2,220 individual animals each and every day. They participate in 34 Species Survival Plans and 39 Taxon Advisory Groups. Their involvement with these zoological organizations helps them manage the population and sustainability of our many zoo residents and ensures a bright future for this diamond on the hill.

I am very proud to be a part of the amazing board of directors and have a small role in making John Ball Zoo a treasured gem in our community. I am also grateful to be leading a locally-based company like Legacy Trust that understands the importance of community engagement and public service. It’s a standard of commitment the Legacy Trust board and staff live by every day. It’s just one of the many reasons I am proud to call West Michigan home.

Tracey Hornbeck
President & CEO

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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