Caring deeply about giving back to the community that fostered your success is natural. First Western Trust is committed to assisting you in your efforts to make a positive impact via charitable aid or donations through our Philanthropic Services. Once you’ve achieved financial success, or along the way, First Western Trust helps you take your thoughtful giving to the next level.
We work with individuals, families, private foundations, and non-profit organizations in a variety of ways. For families and individuals, we create charitable giving strategies designed to integrate into your wealth plan and to further benefit your family legacy and your community. Whether you wish to take an active and ongoing role in a private foundation or promote philanthropy through donor-advised funds or charitable trusts, your First Western Trust team will work with you to determine the right plan for your financial situation and goals.
Our work with private foundations and non-profit organizations is similarly guided by your organization’s structure, goals, and expectations for the future. We learn about your needs and the financial scope of your organization to gain a thorough understanding of where you are now. Then, we discuss your objectives and help structure a financial plan that will help you reach your future goals.
With experts in a variety of disciplines, including investment management, trust, banking, and wealth planning, your First Western Trust team will provide you with strategic recommendations and ongoing advice to help you connect with your communities and their people.