Your wealth and charitable intentions are deeply personal issues. Our Legacy professionals combine experience, knowledge and sensitivity to help you fulfill your philanthropic goals. Most importantly, we listen – because it's your personal values and vision that form the basis of our relationship with you. Our staff members are men and women who are active in their faith and with their families. Traditional values, hard work, and strong personal ethics define our character and the principles we bring to all our clients.

Barbara Elliott is a senior fellow at the Hudson Institute and the founder of the Center for Renewal, a resource center for faith-based organizations. She is the author of a book titled Candles Behind the Wall: Heroes of the Peaceful Revolution that Shattered Communism in addition to scores of articles published in the US and Europe. Her next book, Street Saints: Renewing America's Soul will be published this year. Barbara has been awarded the Eleanor Roosevelt Award for Human Rights recognizing her work with refugees and the poor. She was appointed by President Ronald Reagan to the Office of Public Liaison in the White House, and represented the Heritage Foundation on Capitol Hill as their Director of Legislative Information. Barbara has served as an evaluator for the Compassion Capital Fund of the U.S. government, and for the Equip the Saints Fund, as well as a consultant to several foundations, advising a total of $33 million in grantmaking in the past four years.

As president, CEO, and co-founder of The Legacy Group, John brings 28 years of experience in philanthropy to the table for his clients. With more than two decades of executive nonprofit leadership experience, his key strength lies in the assessment of an organization, especially board and staff leadership – the cornerstone to the effective organizations that his clients are interested in as charitable investments. As the executive director of three private foundations, he oversees grantmaking to charities nationwide. He facilitates major gifts for individual and family clients, provides counsel and execution for a donor’s grantees, works with corporate giving programs and implements foundation administration and anonymous research of prospective grantees. John presents workshops and seminars nationwide on nonprofit organizational development, effective grant making, collaborative leadership, and donor relations. He lives in Waukesha with his wife, Jamee, and two teenage children where he serves on the Financial Development and Leadership Committees for Camp Manito-wish YMCA, and on the board of Nativity Jesuit Middle School.

Pat directs the operations of two private foundations, Vine and Branches Foundation and Foundation of Faith as a private giving manager for The Legacy Group. Eleven years at The Bradley Foundation in Milwaukee, Wisconsin has provided her with a wide range of knowledge and a wealth of experience in navigating the start-up of a private foundation, fulfillment of the donor’s values and vision, and foundation compliance and tax issues. Pat enjoys discovering innovative solutions to giving challenges, which benefits all of Legacy’s clients—whether they are new donors or experienced philanthropists. Pat is a member of Professional Dimensions and contributes to her church and local community as a children’s ministry volunteer, Bible study group leader, and school volunteer.