Trust Services: Charitable Investing
Including charitable giving in your estate plan allows you to not only support causes you believe in, but also maximize your trust and estate strategy. Making a charitable contribution or donating over a lifetime can provide significant tax advantages, helping you reduce or avoid capital gains and estate taxes and minimize income taxes. You can secure your family’s future and meet your financial goal, while leaving a lasting positive impact on your community, the arts, or the world.
You can donate various kinds of assets to your desired charities including cash, stocks, real estate, and life insurance. Our Trust and Estate team can determine the optimal mix of tools, including charitable bequests, charitable remainder trusts, charitable lead trusts, and donor advised funds, to achieve your goals.
Our investment management team can preserve and grow the assets to influence and change your charitable organization for decades to come.