Creating a Giving Plan
Make an Impact
Think about creating a separate giving plan as part of your estate plan. Explore the many alternatives to both provide for your family and make a meaningful impact on the causes you care about most.
Create a Customized Investment Strategy
Develop an investment strategy that will bring your legacy to life. With your Wealth Advisor, explore both traditional and innovative ways to share your wealth, including trusts, endowments and foundations.
Assess Your Estate PlanGrow, Protect and Transfer Your Legacy
If philanthropy is important to you, create a focused giving plan. Many gifting vehicles can shrink your taxable estate while sharing your wealth with family or favorite charities now. Your plan should consider transfer options and their tax and income implications.
See More About Charitable Trusts and Planned Giving Services
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