Philanthropic Services
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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. […]
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 […]
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 […]