Charitable Trust
A Charitable Trust allows you to support the organizations and causes that are important to you by making charitable giving part of your overall estate plan. It can help create a lasting legacy that reflects your values and the impact you want to make.
Charitable Trust May Be a Good Fit If You
- Want to make charitable giving part of your long-term financial plans
- Support organizations or causes that are important to you
- Would like your charitable giving to continue beyond your lifetime
- Want to balance charitable giving with providing for your loved ones
- Are working with your attorney to include charitable giving in your estate plan
What Happens Next?
If a Charitable Trust is right for your situation, your attorney will prepare the trust documents. Our Trust Services team can then serve as Trustee, Co-Trustee, or Successor Trustee, taking on the fiduciary responsibility of administering the trust according to its terms and in the best interests of its beneficiaries.
Let's Talk About Your Plans
Every family's goals are unique, and the best way to determine if a Charitable Trust is right for you is to start with a conversation. Our Trust Services team is here to answer your questions and work alongside your attorney as you explore your options.
Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.
