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 friends. We’ve had a strong year with asset growth and investment performance.  This is due to our outstanding team and…

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, Small Plates, Big Impact was held on Thursday October, 11th 2019.  The event supports a series of classes held at the downtown market that brings dietitians and chefs together…

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 community partner, investing in the arts, education and the environment. Beyond our financial investments, we host staff volunteer days –…

Legacy Trust was proud to be a part of the 2019 WomanUp & Celebrate Event by Michigan Women Forward. Congratulations to Meg Goebel and India Manns who were honored as women of achievement and courage.  

A group of Legacy Trust staff members volunteered on Monday afternoon to rake leaves out of the Bear and Wallaby enclosures at the John Ball Zoo.  

The Legacy Trust staff spent their lunch hour on Wednesday volunteering at Kids Food Basket. Kids Food Basket is a local organization that provides sack lunches for children to take home at the end of each school day that might lack a nourishing evening meal. The team was in charge of assembling peanut butter sandwiches and were able to complete…

The staff at Legacy Trust once again partnered with Family Promise of Grand Rapids to collect backpacks and school supplies to help local families. The supplies were gathered throughout the month of August and delivered to Family Promise of Grand Rapids who distributed the items before the start of the school year. Family Promise of…

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 remember that not everyone enjoys the abundance that we do.  The employees of Legacy Trust consider it a…

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 the start of another school year like the ones we see in the television advertisements. Our Mission Statement at…

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 Family Promise. Family Promise is a nonprofit organization that provides hospitality to homeless families and keeping them together in a time of crisis. Legacy…