We believe our team members should reflect the diverse audiences with which we interact.

Greenleaf Trust is taking great strides to examine diversity, equity and inclusion, both within the organization itself, and the communities in which we serve. We are always looking for ways to give back, change our actions to be better and more inclusive and to provide opportunities for our team members to uphold the same expectations.

We utilize a targeted diversity recruiting strategy that upholds our values through partnerships, social media groups, and a scholarship and internship program; which provides minority mentoring as well.

To embody our values, we formed an internal Diversity, Equity & Inclusion Team with the vision of educating team members on actively working to become an anti-racist organization that fully supports diversity, equity and inclusivity at all levels.


The Diversity, Equity & Inclusion Team Mission is as follows: The Greenleaf Trust Diversity, Equity & Inclusion Team seeks to cultivate a culture of diversity, equity and inclusivity through hiring, awareness, education, and training opportunities for our team members, clients and communities. In practice, the Diversity, Equity & Inclusion Team will continually examine all areas of our organization, including employment practices; policies and procedures; training and education; communication; and workplace culture accountability, to ensure we are upholding anti-racist, diverse and inclusive values. It is important that our team members feel empowered to bring their authentic selves to work every day.

Our core values are the heart of our company and several of them point to diversity.

These values are things we live, teach, and mentor on each day:


  • Diversity is good, it makes us better decision makers
  • Professionalism, respect, and dignity are fundamental principles by which we treat all others
  • We support the maintenance of balance between family, work, and community service

Our team members exemplify different backgrounds, ages, race, gender, personalities, traits, preferences, aspirations, and priorities.

We have worked diligently as an organization to celebrate all differences, and to understand how we can create an environment where we maintain our differences while coming together for the common good of our clients.


Each year, our President and SVP, Director of Human Resources, meet in small groups of 8-12 people for Perspectives & Solutions. Team members are able to ask questions about anything, as well as provide their input, or solutions, to enhance our culture at Greenleaf Trust. Our President also sends out an Annual Strategic Survey to everyone in the company. Only the President reads the results and then an overview is provided to the Executive Leadership Team for developing goals and strategy for the coming year. Both of these allow team members to voice their personal opinions and to be heard by senior leadership.


Greenleaf Trust has partnered with ERACCE (Eliminating Racism & Creating/Celebrating Equity) to provide an introduction to systemic racism. New team members are provided the opportunity to attend the class offered by ERACCE, while over 85% of current team members have already participated in one or more classes.

Greenleaf Trust is committed to racial diversity both within our company and in the field of finance. To achieve this, the Greenleaf Trust Scholarship was established at Western Michigan University in 1999.