Charitable Services

What are you passionate about? What do you believe in?

At CitizensTrust Wealth Management, we’re here to help you transform your priorities into tangible, meaningful charitable actions. Whether you have a cause you’re wholly committed to, are looking for a charity where you can make a difference, or want a way to maximize tax advantages, we’re here to help you.

The first step is helping you clearly outline your family and charitable goals. Then, we work closely with your attorney, CPA, or other trusted advisors to set up the right vehicles to achieve your philanthropic objectives – all while working to reduce your tax liability*.

*Specific individualized tax advice not offered through CitizensTrust. We suggest that you discuss your specific tax issues with a qualified tax advisor.

Citizens Business Bank is not a registered broker/dealer. Trust and Wealth Management are provided by CitizensTrust Wealth Management.

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