Charitable Planning

Would your family like to establish a philanthropic legacy? We will work with you to develop your philanthropic goals, define a mission, develop implementation strategies and finally help realize your plan.

Establishing a Legacy.

Giving together can unite your family across years, geographic locations, and life circumstances. No matter how old your children are, integrating philanthropy into your family life can be an excellent way to pass on healthy attitudes about money and helping others.

We can help make your gifts go farther by structuring them with tax and other implications in mind. Though tax breaks may not be the main reason for donating, making the most of such incentives may help you contribute even more while protecting the assets you need to provide for you and your family.

Related Links

Investment Management

Estate Planning

Trust Services

INVESTMENT PRODUCTS:
NOT FDIC INSURED • NOT A DEPOSIT
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT BANK GUARANTEED • MAY LOSE VALUE


We provide a full selection of philanthropic services. Our professional team of wealth advisors, portfolio managers and administrators can assist you with:

  • Planning, implementation and ongoing administration.
  • Selecting the appropriate assets for gifting
  • Integrating your gift with other charitable giving strategies
  • Providing an alternative to staffing a family office to run your foundation.

Learn More About:

Managing Your Private Foundation.

Lifetime Gifting

Applying for Grants

 

Have a Question?
We're here to help!