The Legacy Charitable Fund

The Legacy Charitable Fund Tax efficient and low cost, The Legacy Charitable Fund provides professional investment services to make your gift larger in time, increasing your legacy.

Address

1709 Cherokee Road #305
Johnson City, TN
37604

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 1pm
Sunday 8am - 11pm

Telephone

+18448523863

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The Legacy Charitable Fund

Larry Grogan, the founder of The Legacy Charitable Fund, believes those that can, should.

This belief was instilled at an early age by his parents – his greatest gift. As a teenager, Larry worked with the Muscular Dystrophy Association with his friend Bo who suffered from muscular dystrophy from birth. Larry volunteered at MDA summer camps even while he began his professional career. For more than 10 years, Larry would give one week of his typical two weeks of vacation to work at the MDA summer camps. As an adult, Larry continues to support his community by serving on a number of not for profit boards.

The Legacy Charitable Fund was born as a result of Larry’s personal commitment to philanthropy and consulting with clients in the Wealth Management Division of Grogan Advisory Services. He learned that clients were desperate for a strategic method to solve philanthropic goals while maintaining some control of their gifts.

Unlike many donor-advised funds, The Legacy Charitable Fund puts the focus on the donor. Each donor has their own personal account, invested per the donor’s investment style following fiduciary investment standards, and each donor decides when, where, and how much they wish to donate to the charities of their choice. Should the donor desire recommendations, The Legacy Charitable Fund is able to recommend charities of a variety of services for the donor.