Investment Options

By integrating Biblical stewardship into your life you can bring glory to God, grow the Kingdom, and make a lasting impact that leads to transformative change in the world around you for years to come.


Services for Individuals and Families

God instructs us to be wise stewards of our finances. That’s why LegacyWay offers a full range of gifts, investment options, and estate planning services to help believers like you find the most effective way to achieve your goals and realize the purpose God has laid on your heart.

Familiarizing yourself with your options and developing a plan can help ensure your generosity is directly passed on to your family, church, and the ministries you love.

We strive to honor God by faithfully managing funds that have been entrusted to us. Our investment services are outlined below.

Trust Administration

As an experienced provider of trustee services, LegacyWay takes their fiduciary responsibility seriously. We understand the importance of maintaining detailed records to ensure that, at any time, a donor is able to check that the integrity of their gift is being honored and that the goals of your trust are met now and in the future.

  • Expertise in managing gift annuities, charitable trusts, and pooled income funds
  • Administration of gift annuity programs, charitable remainder and lead trusts, and pooled income funds
  • Assistance with state-required filings and regulation of charitable gift annuity programs


  • Equity, balanced, or fixed income portfolio management
  • Short-term cash management
  • Consistent investment performance measured against market benchmarks
  • Assistance in developing investment guidelines and objectives

Tax Services

  • Preparation and filing of appropriate fiduciary tax returns
  • Distribution of tax information to income beneficiaries
  • Administrative and management services for complex gifts of real estate and closely-held stock

Social Screening

Each investment is carefully screened to ensure it is placed only in companies and investment opportunities that align with Christian values and biblical testimony.

Accounting Services

  • Detailed accounting reports
  • Fund accounting
  • Online reporting and access to account information

Fiduciary Services

  • Trustee
  • Agent
  • Donor advised fund
  • Endowment administration

Services for Organizations, Churches and Ministries

As your partner for Kingdom impact, LegacyWay offers investment services designed to deliver long-term results that align with His Purpose and your organization’s financial goals.

Our investment services include:

  • Management of trusts, endowments, donor advised funds, scholarships, gift annuities, and estates
  • Custom portfolio construction
  • Assistance with state required filings and regulations for charitable programs
  • Excellent risk-adjusted performance
  • Complete tax accounting services
  • Consulting, policy reviews, and investment strategies
  • Donor consultations
  • Giving, stewardship, and planning seminars to support your goals

Partner With Us


ECFA Accreditation

As a member of the Evangelical Council for Financial Accountability, our biblically-responsible funds serve to uphold your vision, your mission, and your values with the utmost integrity.