Planning Makes Fulfilling Your Charitable Goals Easier

Substantial lifetime gifting has long been a key element of sound estate planning. That remains true regardless of exemption and gift tax levels, and especially in times of economic volatility. In fact, low interest rate levels and investment values can often increase the benefit of a charitable gift, depending on the structure of the gift.

Through careful analysis and planning, our personal trust team can help you structure a charitable plan that enhances your ability to give; offers favorable tax treatment; minimizes capital gains, gift and estate taxes; and increases after-tax cash flow.

We tailor plans for your unique situation

Custom Plans. We can give you ideas to help structure and implement a customized, flexible and highly effective charitable giving plan from start to finish.

Tax-efficient Strategies. Each philanthropic strategy has its own benefits and drawbacks. We will work closely with you, your advisors and your charity of choice to determine which structure is most tax efficient and will help you give more.

  • Outright Gifts to Charitable Organizations
  • Charitable Remainder Trusts
  • Gifts to Pooled Income Funds
  • Charitable Lead Trusts
  • Private Family Foundations Learn more »

Sound Investing Enhances Gifting

With the exception of an outright gift, many philanthropic structures rely on a sound investment strategy. Once you have the right structure in place, our investment management team can customize an investment strategy that seeks to enhance the safety and diversification of your assets while enhancing your giving capabilities.

Investment and Insurance products:
  • Are Not insured by the FDIC or any other federal government agency
  • Are Not deposits of or guaranteed by a Bank or any Bank Affiliate
  • May Lose Value

Getting Started

To learn more, call us at (800) 773-7100, Monday through Thursday, 6:00 a.m. to 5:30 p.m., and Friday, 6:00 a.m. to 6:00 p.m. (PT). You can also contact us online or visit one of our local City National locations.