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Your Financial Partner for Life

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Charitable Giving Program & Philanthropic Services

Philanthropy can be an important component of any estate plan. Your gift to a qualified charity can offer 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 gaining tax benefits
  • Foundations and endowments -- Leave a lasting legacy and maintain control over your charitable gifts through a private foundation or endowment
  • College scholarships -- Make a difference in someone's future with a perpetual, annual, or combined annual/perpetual scholarship at the college or university of your choice
We also offer professional trust administration services and asset management to help you preserve and grow your wealth.
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Locate a Relationship Manager
Find a Relationship Manager
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Have Us Contact You

At a time that is convenient for you.

Schedule
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Wealth Planning
Wealth Planning
A strategic wealth plan to help you achieve what is important to you.
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Investments
Investments
Our subsidiaries offer flexible solutions and tailored advice for your investment needs.