Your mission matters, and at The Legacy Group, we help you make it thrive. We provide guidance and strategies to ensure your efforts create lasting change to your non-profit organization.
Help secure your organization’s future with long-term strategies that support financial health and stability.
By donating stock or other appreciated assets, a donor can maximize their gift’s value, support your mission, and take advantage of potential tax benefits, all while helping diversify their portfolio. It’s a meaningful way to make a lasting impact on your work.
Show your team you value their contributions with meaningful benefits that inspire loyalty, boost engagement, and set your business apart in the job market.
We take the time to understand what matters most to you and craft strategies that align with your unique mission and values. Your success is our priority.
With years of experience, we provide actionable advice and proven solutions to help you make a bigger impact and create lasting change.
We’re here to walk alongside you, offering support and advocacy every step of the way so you can focus on what you do best—making a difference.
Every mission deserves a clear path to success, and every act of generosity deserves a thoughtful plan. At The Legacy Group, we combine decades of financial expertise with a passion for helping others create a meaningful legacy.
4 Reservoir Circle, Suite 103
Legacy@thelegacygroupinc.com
Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: CA, CO, CT, DC, DE, FL, GA, IN, KY, IL, LA, MA, MD, ME, MI, MO, NH, NJ, NY, NC, NM, OH, PA, SC, TN, TX, VA, and WV. Cambridge and The Legacy Group, Inc. are not affiliated.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, The Legacy Group, Inc. makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.