Philanthropy provides a vehicle not only to give back to the community that fostered your success, but also to create connections with your family, friends, and colleagues and to build a legacy for future generations. It is a reflection of your values and your vision for a better tomorrow.
It is an exciting time in the field of philanthropy, with significant resources being dedicated to addressing some of the most pressing issues of our time in new and innovative ways.
Hear from our
Meet Alexis Owen
Director of Philanthropic Services & Marketing
First Western Trust’s philanthropic experts bring the most current strategies and thinking to their craft, coupled with the experience to help steward you and your family through the philanthropic process.
Whether we are working with individuals, families, private foundations, or nonprofit organizations, we design philanthropic strategies to support their missions to make the world a better place.
For a family’s philanthropic endeavors, we craft your personal mission and vision statement and determine the appropriate vehicles to successfully meet your goals. These can include
- Direct gifts
- Impact Investments
- Donor-advised funds
- Charitable trusts
- Private foundations
For nonprofit organizations, we provide:
- Planned giving consultation
- Investment management
- Endowment management
- Treasury management
- Retirement services
Are you interested in building a legacy for future generations? Let us help you design a philanthropic strategy to support your mission to make the world a better place. Contact our philanthropic services team for a consultation by filling out the form below or calling our main line at 303.531.8100.
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.