Tax Advantage Planning

We work closely with our clients to enhance their charitable giving through tax-conscious planning. Our extensive experience in charitable giving enables us to structure giving programs that maximize your gifts while minimizing tax burdens.

Whether you want your pledge to be effective now, in the future, or at your demise; whether it involves cash, stock, bonds, real estate, art, retirement plans or other assets, we can work with you to ensure you and your charity receive the maximum benefits from your gift.

Getting Started

As a valued client, you deserve the resources and one-on-one personal attention you can find only at City National Bank.

To learn more, please contact us or visit us at one of our Private Client Services locations.