Planning Makes Fulfilling Your Charitable Goals Easier1

The finest, most effective estate planning features substantial lifetime gifting as a cornerstone, regardless of current gift-tax or estate-tax exemption levels and especially during economic volatility. In many instances, low interest rates and investment values increase the benefit of a charitable gift, depending on the gift's structure.

Careful analysis and planning enables our team to structure charitable plans that elevate your giving capabilities; provide favorable tax treatment, minimize capital gains, gift and estate taxes; and increase after-tax cash flow to address your unique situation.

Custom Plans: Our investment professionals generate proven solutions to structure and implement a customized, flexible and comprehensive charitable giving plan that effectively meets your needs and vision.

Tax-Efficient Strategies: Every philanthropic strategy contains unique benefits and drawbacks, and we work closely with you, your advisors and your charity of choice (including your family foundation) to identify the most tax-efficient structure that maximizes your giving power.

  • Outright Gifts to Charitable Organizations
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Testamentary Charitable Lead Trusts
  • Private Family Foundations¬†Learn more ¬Ľ

Sound Investing Enhances Gifting

Excluding an outright gift, most philanthropic structures rely on intelligent investment strategies to safeguard and diversify your assets while enhancing your gifting capabilities. Our investment management teams customizes such strategies to mitigate or eliminate estate or income taxes, while granting your heirs the "social capital" of directing distribution of charitable gifts from a private foundation, leveraging assets that otherwise would be lost to federal transfer taxes.

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

  1. City National Bank its affiliates and subsidiaries, as a matter of policy, does not give tax, accounting, regulatory or legal advice. Rules in the areas of law, tax, and accounting are subject to change and open to varying interpretations. You should consult with your other advisors on the tax, accounting and legal implications of actions you may take based on any strategies presented taking into account your own particular circumstances.