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Philanthropy

Elevate your giving with our philanthropy solutions, crafting impactful strategies tailored to your charitable vision and objectives.
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Amplifying Your Impact

Philanthropic Trusts

Streamline your charitable giving and enhance its impact with our philanthropic trust solutions. Tailored to support your philanthropic vision, we ensure your donations are managed efficiently and aligned with your goals, maximizing the benefits to your chosen causes.2,3

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Strategic Philanthropy Solutions

Maximize the impact of your charitable giving with tailored strategies that align with your vision, ensuring meaningful and effective contributions to your chosen causes.

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Transformative Giving Experiences

Our philanthropy solutions are designed to align with your vision for social impact. Beyond mere donations, we foster a strategic philanthropic partnership, ensuring your contributions are meaningful and effective, aligning with your values and the causes you are passionate about.1

Insights

Trust Decanting: When and Why to Modernize an Existing Trust 

Estate planning is a crucial part of managing and preserving wealth, especially for high-net-worth families and individuals. Over time, however,[…]

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Trust Decanting When and Why to Modernize an Existing Trust

Including Grandchildren in Your Estate Plan: What to Know

When it comes to estate planning, many individuals focus on passing assets to their children or spouses. However, including grandchildren[…]

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Including Grandchildren in Your Estate Plan What to Know

How to Pass Down Your Family Vacation Home

A family vacation home is more than just a property—it’s a place where cherished memories are made, a retreat that[…]

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How to Pass Down Your Family Vacation Home

The Role of Trusts in Business Exit Planning

Exiting a business is a significant milestone for any entrepreneur. Whether selling the business, passing it to heirs, or closing[…]

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The Role of Trusts in Business Exit Planning 1

Essential Financial Considerations Before a Divorce Decree Is Finalized

Divorce is a significant life transition that requires careful financial planning to ensure stability and long-term security. While the process[…]

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Essential Financial Considerations Before a Divorce Decree Is Finalized 1

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

Discover how our philanthropy solutions can transform your charitable giving, making a lasting impact on the causes close to your heart.
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.
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Investment and insurance products and services are not a deposit, are not FDIC- insured, are not insured by any federal government agency, are not guaranteed by the bank and may go down in value.
First Western Trust Bank cannot provide tax advice. Please consult your tax advisor for guidance on how the information contained within may apply to your specific situation.

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