Investment Management

The Legacy Foundation currently distributes more than $400,000 annually for scholarships and local charities.  Since inception the Foundation has directed more than $5 million to those charitable endeavors as specified by our donors.  

One of the Foundation’s most important responsibilities is our stewardship of charitable funds entrusted to our care by donors large and small.  We have a broadly diversified investment portfolio that is structured to first, preserve the capital of each gift, and secondly, to grow the gift sufficiently to maintain purchasing power and provide for future needs.

  • Clear Goals and Objectives
  • Policies and Procedures
  • Executive and Board of Director Oversight
  • Long-term Investment Horizon
  • Selection and Monitoring of Investment Advisers
  • Execute Donor’s Wishes