Legacy Family Foundation Service
Legacy Trust has the knowledge and resources to help you set up or manage your current family foundation. We specialize in establishing family foundations that reflect the philanthropic values of the families who fund them. This service is designed to help eliminate the time-consuming details associated with a Family foundation. Legacy Trust is able to assist with the numerous components of establishing and managing your foundation. Our unique service includes:
- Comprehensive Administrative Support
- Grant-Making and Tracking Ability
- Compliance & Tax Support
- Communication Services Tailored to Meet Unique Family Foundation Needs
- Customized On-Line Access for Family & Board Members
- Mission & Vision Development
- Next Generation Planning
- Investment Management
We are thrilled to see many of the foundations we’ve established continue beyond the lives of the families who originally founded them, carrying out the original mission of the foundation by perpetuating the philanthropic intent of the family and collaborating with those successor trustees chosen by the family to continue its legacy.
For more information on this specialty service, please contact Maureen Hale at mhale@legacygr.com.