Your Financial Partner for Life
Charitable Giving Program and Philanthropic ServicesPhilanthropy 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
At a time that is convenient for you.Schedule