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.