First Western Trust, Aspen, Creates Donor Advised Fund with Aspen Community Foundation

May 19, 2016

Aspen, Colo – May 19, 2016 – First Western Trust, Aspen, is excited to announce the launch of its first donor advised fund at the Aspen Community Foundation (ACF). As only the fourth for-profit business to establish a donor advised fund at ACF, First Western Trust is taking the first steps toward earning a place among the people and organizations that help improve the lives of all who live in the Roaring Fork and Colorado River Valleys.

A donor-advised fund is a philanthropic vehicle established at a public charity that allows donors to make a charitable contribution and recommend grants from the fund over time.

First Western Trust chose to work with the Aspen Community Foundation because of its commitment to addressing the diverse and changing needs of the local community through leadership, support, and guidance.

In particular, First Western Trust’s Aspen team has been deeply impressed by ACF’s Cradle to Career Initiative, which focuses on ensuring that every child from Aspen to Parachute is ready for kindergarten and graduates from high school ready for college or a career.

“We are thrilled to launch our donor advised fund,” said Charles Bantis, president of First Western Trust, Aspen. “We see this fund as a direct expression of our long-term commitment to our local communities and of our desire to help the Aspen Community Foundation in its mission of service and support.”

 

About First Western Trust

First Western Trust’s mission is to be the best private bank for the Western wealth management client. The integrated wealth management firm delivers a complete package of goals-oriented wealth advisory services to clients that have a uniquely Western spirit from its 14 offices in Colorado, Arizona, California, and Wyoming.

Through its proprietary ConnectView service model, First Western delivers tailored solutions, spanning personal, business, mortgage and philanthropic needs.

Insights

Maximizing Real Estate Investments: Mortgage Tips for Aspiring Property Investors

Real estate has long been a cornerstone of wealth creation, offering both portfolio diversification and the potential for steady income. […]

Learn more

Maximizing Your Investment Portfolio: The Role of Diversification in Wealth Management

Wealth management requires more than intuition or gut instinct; it’s a discipline rooted in strategy, expertise, and a clear understanding […]

Learn more

Week in Review: January 10, 2025

Recap & Commentary Markets ended the week lower, impacted by the good-news-is-bad scenario of unexpectedly strong jobs data which simultaneously […]

Learn more

Smart Reinvestment Strategies for Business Growth

Achieving sustainable business growth is about more than just scaling operations. It requires deliberate reinvestment strategies, careful financial planning, and […]

Learn more

Unlocking the Luxury Market: How a Custom Mortgage Can Elevate Your Homeownership Experience

For high-net-worth individuals, buying a luxury home is about more than just acquiring real estate—it’s about securing a property that […]

Learn more

Ready to learn more?
Let’s have a conversation.

Embark on a banking experience tailored to your distinct path, focused on achieving personal and business financial prosperity.