A donor’s desire to express personal values and vision
through giving is the basis of every relationship with Legacy.

The Legacy staff will represent the donor with the utmost ethical
and moral leadership, always honoring the donor’s desire
for confidentiality.

Legacy can act as a liaison with one’s law firm, accounting firm,
financial advisors, family members and others, as required.

A foundation’s current grant process can be managed or
assistance in updating it can be provided including:
development of guidelines and requests for proposals;
communication with grant seekers; analysis of proposals,
programs and budgets; facilitation of the decision making
process; negotiation of grant terms and conditions; compliance
monitoring; project evaluation; and outcome measurement.

With The Legacy Group acting as the donor’s staff, one can
effectively eliminate the risk of maintaining employees.

A donor’s existing relationships with grantees are honored and the
donor remains involved as much or as little as he or she wishes.

When a donor needs some measure of protection from intrusive
inquiries and inappropriate requests for support, The Legacy
Group can provide privacy and security.

Appropriate recognition for an individual or family is sometimes
an awkward subject that the Legacy staff can effectively navigate
on behalf of the donor.

Customized reports for clients can be facilitated through what
Legacy calls Flexi-reports. Using the foundation’s current and
historical information, and Legacy’s state of the art software,
the staff at Legacy can present information the client needs
to make sound philanthropic decisions.

External communications materials can be created, including
production of an annual report and grant publicity developed
according to the donor’s wishes.

The staff at Legacy maintains all records in accordance with
regulations governing private foundations including: accounting,
financial reporting, disbursements and cash management.

The Legacy Group is always available to prepare for and staff
board meetings, and research issues on a donor’s behalf.
In addition, they can answer questions, respond to grantees,
evaluate requests, and monitor investments.

A web site can be developed and maintained to communicate
with grant seekers and the public in appropriate ways.

©2003 The Legacy Group. All Rights Reserved.