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Wealth Management/Trust Services/Charitable Giving

Charitable Giving


Charitable & Planned Giving

When the time has come to think about leaving a legacy, BTC Wealth Management can help you to carry out your long-term philanthropic goals. Your Private Client Wealth Advisor will discuss the merits of the various alternatives and help you devise a strategy that best meets your objectives--both financial and philanthropic.

There are a number of options available for people wishing to carry out significant philanthropic endeavors, including:

  • Charitable Lead Trusts
  • Charitable Remainder Trusts
  • Family Foundations

Our recommendations are built around your needs and incorporate your charitable priorities, your estate planning goals, as well as your retirement income requirements. In the event you establish a charitable trust, we are a fully equipped to serve as trustee, trust administrator, investment manager, and custodian.

Note: 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.