2024 Accountability Report
When we founded Legend in July of 2020, we launched it alongside a set of values that we wanted to define our business. In the past four years, we’ve lived up to these values in many ways (and we’ve fallen short as well), but more than anything we’ve reaffirmed that these are values worth fighting for.
We also pledged in July of 2020 that we’d release an annual accountability report—a way for us to stay accountable to our customers, our partners, and ourselves. We released the first in July of 2021, the second in the summer of 2022, the third in November of 2023, and the fourth in February of 2025 (slowly getting on a schedule where we can follow the calendar year).
We hope to encourage an open dialogue and see this as a lifelong commitment.
The below headings represent the value pillars of Legend. Legend’s commitment to these values means that:
- Our day-to-day decision-making is made with these values in mind.
- We consider time spent to further these values a part of the work-day, even if the task at hand doesn’t directly relate to Legend’s immediate needs.
- We provide support to our employees (just Jane and Jon right now) to do this work, even if there is not a direct financial benefit to Legend.
- We believe in the long-term importance of these values, and are confident that we will be a more successful company (both in terms of our social/environmental impact, but also our financial solvency) if we commit to and continue to refine them.
Our big news with the 2024 accountability report is that we have officially submitted our Impact Assessment to become a certified Beneficial Corporation (B-Coprp) by B-Lab !! We’ve created an Impact Handbook to go along with our application, so please check that out as an addendum to this report.
Education
New points
- We’ve formalized our commitment to provide pro-bono education and donate our time as part of Legend’s business model. Our annual goal is to donate 5% of our annual work hours – so about 100 hours per person per year, assuming a 40-hour work week (lol). Interested in some FREE education with us? Hit us up!
- We’ve recently made all the maps from How to Drink Australian available online, for very accessible prices (so that we can pay the cartographer!). We will introduce further discounts for people in the wine industry soon.
- We recently completed the first of an annual trade education trip to Australia which awarded participation scholarships to 9 industry professionals.
- Furthering our efforts to incorporate education on Indigenous culture, land care and history we acknowledged Aboriginal and Torres Strait Islander First Nations on all materials, provide resources for continued education, supported producers in making their own Acknowledgements of Country, visited with Aboriginal members of the industry, attended a Welcome to Country, and supported First Nations efforts with monetary donations.
Continuing themes
- Free and accessible education is a hallmark of our offerings. On our website, you can read detailed regional guides as well as dozens of articles and Q&As devoted to Australian wine. Our social media is dedicated to teaching all about Australia (not just as it pertains to our producers, but all of Australia). Co-founder Jane has also published her wine study guides (on wine from all over the world)—available to all.
- We have made it a priority to discuss the human and environmental implications of the wine industry on public-facing channels including social media and our website, and make it a major topic in our in-person presentations to both the industry and the consumer. There is by far not enough general discussion of these issues and we recognize there is much more to be done in this area.
- We’ve held free and educationally-focused tastings across the country.
- In August 2023, we published How to Drink Australian, a 500-page Australian wine book that seeks to be the go-to reference for Australian wine. A core tenant of the book is addressing the First Nations history of wine regions, and of Australia as a whole.
- We have continued to make books available at a discount to members of the trade, so that the educational material can be more accessible to all.
- We have donated a portion of our author proceeds to supporting the advancement of Indigenous causes. As of January 2025, 10% of all proceeds have been split between three Indigenous Australian organizations that we find important: Antar, Seed, and Firesticks. We will continue to donate to these (or other) Indigenous organizations as we receive proceeds from the book.
Diversity, Equity, Inclusion, and Belonging
New points
- A big push for the end of this year and the beginning of next year is our work on Guardian Vital. Guardian Vital is a label designation created by The Vinguard and Líderes Campesinas, designed to bring awareness to agricultural workers’ conditions, rights, and wages. We have already had two Legend producers sign the pledge and plan label runs. Know someone who would qualify? Let us know!
- One of the projects Jane has been working on with The Vinguard is Wine Flair, a collaboration between The Vinguard and Co-Fermented to showcase LGBTQ+ winemakers and raise funds for queer communities. We’re bringing Wine Flair to Nashville this year!
Continuing themes
- Jane & Jon’s book, How to Drink Australian, is the first major wine book to detail the Indigenous history of each wine region. In addition to the history, we also chronicle the current reconciliation and reparation efforts, as well as how modern-day vintners are deriving wisdom and land-care strategies from Indigenous teachings.
- We have also donated 10% of our author proceeds from the book to three Indigenous advocacy organizations: Antar, Seed, and Firesticks.
- We’ve encouraged our winery partners, when designing labels, to include a First Nations acknowledgement on them. Per above, we are also encouraging those who qualify to join the Guardian Vital label designation.
- We continue to do work implementing the 2021 Wine Industry Equity Pledge. This pledge asks of its signees to do their part to combat white supremacy, patriarchy, homophobia, and environmental degradation in the wine industry (including support and accountability mechanisms to help facilitate real results). Many of our producers have signed onto the pledge, and we are supporting their efforts to achieve their goals within the Pledge’s framework.
- We have included the voices of marginalized groups in our industry within our platforms – social media, our website, and our educational resources. There is always more work to do in this area, and we plan to continue to expand upon these offerings.
- When invited to speak, write, or contribute to other platforms, we have asked that individuals from historically marginalized and less privileged groups are included as well.
- Jane is a member of the board of The Vinguard, a 501(c)(3) committed to improving labor and farming practices in the wine industry.
- Through The Vinguard, Jane has worked with North Bay Jobs with Justice to help improve conditions for California farm-workers. Legend has been a regular contributor to their annual fundraisers.
- We’ve worked to make our social media more accessible to blind and low vision communities. The main tool to achieve this has been including image descriptions on our IG posts so that those using readers can access the content of the images. Making our website more accessible is one of our large goals for next year, as well as bringing on help to make our social media more expansive, inclusive, and accessible.
Partners
New points
- As part of our B-Corp Certification, we’ve quantified the business we’ve done with:
- Wineries who are majority owned by underrepresented communities in the wine industry – 56% (lifetime)
- Wineries who have a third party environmental certification – 47% (lifetime)
- Wineries who qualify as small-scale (per the US craft beverage act) – 75% (lifetime)
- The specifics of this breakdown – which producers qualify and why – is in the Impact Handbook. Our goal is to keep these numbers above 50%.
Continuing themes
- We have been careful in selecting our producers, and we only work with those whose views on sustainability, labor practices, and overall values aligns with our own. 15 of our 26 producers are female-identifying owners and/or have female-identifying winemakers. We work with an Asian-Australian owned winery in the portfolio, a LGBTQ+ owned winery, as well as one of Australia’s only majority Indigenous-owned wineries. We also work with a B-Corp certified winery, whose inspiring impact commitment includes giving back to the earth and its original custodians. We believe it’s important to champion all these producers and help them find the best financial outcomes, so they can continue to do great work in the world.
- We have been upfront with potential partners about our values, describing them and putting a link to our statement of values in our digital communications.
- We continue to bank with a certified B-Corp bank: Amalgamated. The issues for which they advocate include: climate change and sustainability, immigrant rights, LGTBQ rights, criminal justice and private prisons, workers’ rights, gun safety, and reproductive rights.
- Our printing partner for marketing materials is a certified B-Corp company, Smart Set, who print on 100% post-consumer recycled paper.
- For any needed artwork, we work with local artists and small companies when possible
- We strive to partner with distributors who, at their core, are kind people that focus on communication and customer service. They are independently owned, and work to build the wine community within their markets.
- We will hold partners accountable, and expect them to do the same of us.
- We have created a Stakeholder Advisory Board. This is part of the B-Corp certification (see Community Impact), and brings together many of our partners and community members to help us become a better partner and a better company in terms of our social and environmental impact.
Conduct & Bias
New points
- We have an official Code of Ethics now, which includes specifics on honesty & transparency, respect & equity, ethical decision making, and legal & regulatory compliance. Please check out our Impact Handbook for the full code (which is admittedly brief right now because we don’t have employees). It is designed to be a jumping off point for a more comprehensive document when we do have employees.
- As part of our annual education trip to Australia, we’ve shared important articles about safety and inclusion in the wine industry with all of the participating producers, to ensure that all the participants (and all visitors to winery spaces) feel safe and respected.
- Miguel de Leon’s It’s Time to Decolonize Wine, which provides a good overview of how our industry has historically marginalized people who don’t represent the majority paradigm, and how our language and actions can make a better and more diverse industry.
- Miguel also contributed to this 2020 article, along with another trip participant Cha McCoy: Actionable Items for the Wine Community. For those inviting the trip attendees into their space (and inviting anyone into their space!), this is a good overview of some of the ways we can make everyone feel as safe and included as possible. A good read to understand some of the situations that arise for many members of our industry and how we can all be more sensitive to them.
Continuing themes
- We’ve encouraged all of our producers and distributors to read and sign the 2021 Justice & Equity Pledge (see above). This pledge outlines the ways we can more properly conduct ourselves in the industry to make it a safer, more equitable, and more environmentally-sustainable place.
- We’ve shared with our producers and distributors – personally, as well as via social media and our website – articles and readings on Indigenous relations, sustainable agriculture, DEI, and labor practices. We also continue to learn a significant amount about these areas from our partners, many of whom are experts on these topics.
Environment
- We only represent producers who engage in sustainable agriculture, many of whom employ strict organics or biodynamics. Since sustainable agriculture is such a complex topic, we’ve enlisted our producers to articulate their policies and practices on environmental sustainability, which now appears on our website. The global diversity of farming shows us that organics and biodynamics can be one-size-fits-all approach, and we highlight the nuanced approach that each of the farms we represent uses in their own induvial pursuit of working more sustainably. Therefore, we accept the use of select synthetic compounds in the vineyard, providing their usage is non-residual, does not impact the health and safety of the vineyard workers, and does not have a negative impact on the ongoing health of the land.
- Instead of shipping our wine in refrigerated containers (which takes an incredible amount of energy), we ship using JF Hillebrand’s insulated containers and we ship exclusively below deck. We have a temperature sensor in our containers to ensure the wine is safe—we protect the integrity of our wine and the environment.
- We recognize the toll that shipping wine from the other side of the world can still take on our environment. We have offset our yearly carbon emissions via Native. Not only are we offsetting our carbon emissions, we aim to reduce them overall and become as carbon-neutral a company as possible. Please reach out if you’re interested to hear more about this process—we are happy to share.
- We have begun the development of a packaging innovation that could potentially reduce the carbon footprint of wine by 40%. Stay tuned!
Community Impact
New points
- We have completed the assessment to become a certified B Corp! (Though, important note, we have not been certified yet.) In brief, B-Corps, or Beneficial Corporations, are businesses that are verified to meet high standards of social and environmental performance, transparency, and accountability. We view this as a journey to become not only the most environmentally and socially positive business that we can be, but also a financially responsible business that best serves its partners.
- We executed the first Advisory Board survey, to tap our stakeholders (financial and otherwise) on ways we can serve them better and generally become a more ethical company. In the service of transparency, we have made the results of the survey available (linked through our Impact Handbook).
- We are formally committed to donating 2% of our profits in pro-bono time, in-kind product contribution and/or monetary donation to charitable groups.
- We have crafted a Mission Statement and Impact Statement to more succinctly articulate what Legend is all about.
Mission Statement:
To create meaningful relationships – between consumers and farmers, merchants and distributors, educators and students – around the globally prolific system of agriculture (and the centerpiece of the dinner-table) that is wine. To do this with a reverence for all of those that came before, for the environment, for its farmers and agricultural workers, and for its drinkers and sellers.
Impact Statement:
With every decision that Legend makes, we consider the social and environmental implications. We believe that a sustainable business is not just sustainable for itself, but for the people and world around it. And we believe that our financial wellbeing is intimately tied to wellbeing of the communities that we interact with.
Our primary social impacts are 1) to champion fair wages and proper work conditions in the wine industry and 2) to promote high-quality and accessible wine education that highlights and recognizes social issues in our industry like equity, Indigenous land rights, and fair labor.
Our primary environmental impacts are 1) to encourage sustainable farming and facilitate transparency of farming practices and 2) to offset the carbon footprint of wine transit.
Continuing themes
- We assembled an Advisory Board. We enlisted people in our orbit – suppliers, customers, lenders, environmental and community leaders, and others whose lives and livelihoods are affected by the operations of Legend – to help us hold ourselves accountable as well as improve upon business practices, environmental and social outcomes, and financial responsibilities. We have assembled an incredible group of 14 people.
- We have been active personally, with our votes, our dollars, and our actions. Over the past several years, we have given money or resources to causes that we believe in: Antar, Seed, Firesticks, UNRWA, The Vinguard, the Hue Society, Lift Collective, National Network of Abortion Funds, Emily’s List, North Bay Jobs with Justice, The Vision Act, MetroWest YMCA, Lilith Fund, Illuminative, Sogorea Te’ Land Trust, Restoring Justice for Indigenous Peoples, and political campaigns of candidates who support human rights.
- We’ve been outspoken about the various failures of the Court of Master Sommeliers–in terms of racism, sexual assault/harassment, and the lack of transparency in examinations, and we continue to be a resource for people in the industry who have been abused, assaulted, persecuted, and taken advantage of.
- We’ve featured on our social media and on our website “visual tasting notes”. In addition to being limiting, wine descriptions are often a remnant of the colonial nature of wine (i.e. lots of Eurocentric vocabulary). We want to give space to alternative forms of expressing the taste profiles of wine.
- Further to decolonizing wine, the tasting notes on our tech-sheets use native Australian (rather than exclusively European) fruits, nuts, and herbs to describe our wines.
- In cooperation with a number of our producers, we have launched two Australian brands last year that embody good practices at a democratizing price—under $18 retail for each. We believe good wine should be accessible to all, and shouldn’t rely on exploited labor to do so. Check them out: Sunspell and Mother Block.
Last, we acknowledge that our existence within a white supremacy culture — where we are socialized by and benefit from that culture — means that we must continue to work to live up to these values each day. Thus:
- We will continue to examine the ways in which we uphold white supremacy, hetero-patriarchy, capitalism, and environmental-degradation and seek to change our ways.
- We will listen more intently to BIPOC partners, leaders, and thinkers, compensate them for their time and learnings as appropriate, and promise to do the heavy lifting of shifting our conduct ourselves.
- We will use humility and compassion to engage others in pursuing more equitable outcomes in our field.
Thank you for taking the time to read.
Cheers,
Jane Lopes & Jonathan Ross