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Your Financial Partner for Life


Charitable Giving Program and Philanthropic Services

Philanthropy can be an important component of any estate plan. Your gift to a qualified charity can offer potential significant income and estate tax advantages, while still supporting the work of organizations you care about.
Our trust specialists can help you design and implement a charitable giving program that meets the strategic goals of your estate plan. These may include:
  • Charitable trusts – Support the work of your favorite organization with a charitable remainder or charitable lead trust while possibly gaining tax benefits
  • Foundations and endowments – Leave a lasting legacy and maintain control over your charitable gifts through a private foundation or donor advised funds
We also offer professional trust administration services and asset management to help you preserve and grow your wealth.
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Wealth Planning
Wealth Planning
A strategic wealth plan to help you achieve what is important to you.
Our subsidiaries offer flexible solutions and tailored advice for your investment needs.