Who We Serve : Philanthropists & Foundations : Portfolio
Buffett Early Childhood Fund – Responding to the Foundation board, research was conducted with internal and external key stakeholders, organizational systems were analyzed and organizational structure evaluated to develop a long-term sustainability plan for the parent organization and the Educare Early Childhood Center.
WinShape – In response to a major donor of WinShape The Legacy Group is providing all organizational development activities and infrastructure for the newly formed Marriage & Family Foundation. Under the leadership of a national board of directors recruited by the Legacy Group, the Marriage & Family Foundation aims to have a positive impact on over 100 million marriages across America.
Siebert Lutheran Foundation – The Foundations board of directors, deeply committed to the central city, engaged The Legacy Group to conduct research and make recommendations for a comprehensive and strategic approach as a change agent for the poor.
Synovus Private Client Services – Forbes magazine’s 56th annual Platinum 400 America’s Best Big Companies – John Stanley delivered a private seminar to families and their advisors on engaging the next generation in foundation giving resulting in conversations between first generation family members and their heirs about foundation leadership succession.
Family Wealth Alliance – As the Alliance’s philanthropic advisor, John Stanley serves member multi family offices. In 2006, he delivered a timely message on how families can give strategically in response to a sudden crisis, such as a hurricane. This resulted in the multifamily office directors confidently counseling their clients thus adding value to each client relationship.
Plancorp – A Greater St. Louis investment and financial planning firm invited John Stanley for a day to deepen their relationships with clients and generate more conversations about their value proposition. John gave a presentation on “Ten Questions to Ask Before Making a Major Gift" and met privately with philanthropic clients throughout the day.
Mercy Works Foundation – Responding to a family legal advisor, The Legacy Group guided the set-up, organization, and management of this three-generation family foundation resulting in family harmony among board members and $6M in giving over three years.
Vine and Branches Foundation – The Legacy Group guided a dramatic revision in the foundation mission resulting in $1M in grants to new areas of interest to the board in 18 months. This complements total giving managed by the firm of $20M over seven years.
Tate Foundation – Responding to the founder’s interest of mission alignment with the next generation, The Legacy Group assessed charitable interests, developed a foundation mission and a grant management process that was embraced by both generations and spouses.
Palmer Foundation – Responding to an investment advisor's inquiry, The Legacy Group assessed the charitable interests of this two-generation Foundation board and created a mission that resulted in a shared vision about the future of Foundation leadership.
