Only a select few will ever have the financial means to change
lives through major giving. At Legacy, we understand that fulfilling your charitable giving is a privilege.

If philanthropy is a major element of your private wealth
management, the professional Legacy staff offers a wide breadth
of services that will help you achieve your charitable goals including:

• Clarifying your giving focus, interest, needs.
• Helping with the legal and tax implications of a new or
  existing charitable foundation.
• Customized reporting and confidential stewardship of records.
• Assistance with all aspects of the grant making process
  including proposal analysis, budgets, grant terms and
  conditions, and outcome measurement.

Best of all, the customized services of Legacy are designed to
provide you with as much or little assistance as you need.

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