Philanthropic Trust Solutions
Transform your giving with our philanthropic trust solutions, designed to maximize the impact of your charitable efforts and streamline your philanthropic strategy.
Strategic Charitable Impact
Our philanthropic trust solutions are crafted to enhance your philanthropic endeavors, providing a structured approach to charitable giving. We partner with you to ensure your donations achieve their intended impact, aligning with your values and the causes you care most about for a more effective and meaningful contribution to society.1,2,3
Tailored Trust Solutions for Charitable Giving
Amplify your charitable impact with our specialized philanthropic trust services. Beyond merely facilitating donations, our approach integrates strategic planning, tax-efficient giving, and legacy building to ensure your philanthropic efforts resonate deeply and endure. From navigating donor-advised funds to implementing charitable remainder trusts, our expertise transforms your vision into impactful action.2,3
- Strategic Planning — Craft your philanthropic approach to mirror your personal values and achieve long-term objectives.
- Tax-Efficient Giving — Maximize the benefits of your charitable contributions with strategic structuring for tax efficiency.
- Legacy Building — Ensure your philanthropic vision is preserved and perpetuated through thoughtful legacy planning.
- Flexible Solutions — Utilize versatile tools like donor-advised funds and charitable remainder trusts for effective giving.
- Grantmaking Expertise — Benefit from our experienced guidance to make impactful grant decisions that align with your goals.
- Impact Measurement — Assess the tangible outcomes of your donations to ensure they meet your philanthropic ambitions.
— Stan K.
“Considerable expertise but also a very personal touch. In these difficult times, it is good to have a bank you can rely on.”
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Ready to learn more? Let’s have a conversation.
Engage with our team to see how our philanthropic trust solutions can refine your charitable giving strategy and amplify its impact.
Philanthropy services are offered through First Western Trust, ensuring a strategic approach to your charitable efforts.
Trust and Estate services are not a deposit, not FDIC insured, not guaranteed by the bank, and may lose value.
Please consider the philanthropic aims and tax implications before establishing a philanthropic trust.