Charitable Trust Services

Achieving financial security for your loved ones is an important milestone. Having a positive and lasting impact on your community and your world is another. Our charitable giving programs can help you take action that furthers both these objectives.

For more than 30 years, we've been helping successful individuals form strategies that benefit causes while also extending financial advantages for their family or estate.

We have a wealth of knowledge and experience in trust services, estate planning, charitable giving, tax strategies and investment management to give you complete confidence that your wishes will be followed and the benefits of your contribution maximized.

How Do Charitable Trust Services Work?

Once you choose the charitable organization(s) you wish to support, we will help you find the most effective way to implement your decisions while also realizing the financial and tax benefits that accompany properly planned giving programs.

Whatever type of charitable giving program you choose, it can generate significant and immediate tax benefits like:

• Immediate deductions against current income for the year in which the gift is made
• Elimination of capital gains taxes on highly appreciated assets that are donated to a qualified charitable organization
• Reduction in gift and estate taxes
• Philanthropic knowledge
• Estate planning
• Tax expertise
• Investment management
• Accurate record keeping
• Timely financial disbursements
• Exemplary fiduciary standards

City National is one of the very few financial institutions that provides a total solution to these multiple requirements.

Getting Started

If you're considering a charitable trust, be sure to talk to us. We'll work with you and your professional advisors to create a program that fulfills your philanthropic desires, generates financial benefits and gives you the maximum flexibility possible. We'll help you achieve success - on your own terms.

To speak with City National in more detail about Charitable Trust Services,
contact us or call (800) 708-8881.