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2020 Financial Markets Update

Philanthropic Services

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Setting Up Charitable Bequests in Your Will

May 6, 2021

A bequest is a gift that is made in your will. More specifically, a charitable bequest is a gift designated […]

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What You Need to Know About Estate Taxes

October 27, 2020

Planning for what will happen to your wealth after you die is an important part of any financial plan, and […]

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Write It Down: The Importance of Documenting Wishes

October 11, 2020

Everyone knows the importance of estate planning in order to make sure that your family, business, and philanthropic priorities are […]

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How to Get Started With Strategic Philanthropy

July 31, 2020

We all know that acquiring wealth isn’t just about the number at the bottom of your balance sheet — it’s […]

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Eyes on the Horizon: Financial Planning to Maximize Your Net Worth

June 10, 2020

Everyone has goals when it comes to how they’re going to spend their day, their month, even their year. But […]

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Why Women Philanthropists Are Changing the World

August 29, 2014

On August 28, 2014, Alexis Owen, Director of Philanthropic Services & Marketing, shared a webinar, discussing the impact women are […]

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How NextGens Think About Philanthropy

December 5, 2013

First Western Trust’s Director of Philanthropic Services, Alexis Boian, recently presented a webinar entitled Generational Divide: How NextGens Think Differently About Philanthropy. […]

2020 Financial Markets Update

Philanthropic Travel: How to See the World While Doing Good

August 20, 2013

Traveling with family, friends, or even on your own provides an amazing opportunity to experience new cultures and create long-lasting […]

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Do More Good: Effectively Managing Your Private Foundation

May 20, 2013

Your values determine the shape and direction of your private foundation, but to reach your goals, you need to effectively […]