A New Year: 2019 Dedicated to You
New Year, New MissionWith each new year comes new resolutions, new dreams, and the magic of a new beginning. Here at Legacy, we are entering this new year with a new mission statement.
As stewards, when faced with a decision that will impact our stakeholders, we ask:
Is it ethical?
Does it obey the law?
Does it honor the donor's intent?
Is it fiscally responsible?
Together, our mission statement and these questions guide us in all areas of our work. Our core areas of expertise are:
Charitable Stewardship & Administration
Complex Transactions & Planned Giving
Inter-Generational Planning & Training
Coordinating with Advisors on Risk & Tax Strategies
We believe that we are blessed when we bless others. As a team, we dedicate ourselves to helping our stakeholders "live well and leave a legacy".
To learn how Legacy can help you, email us at firstname.lastname@example.org or call 480-505-6248.