Charitable Services

What are you passionate about? What do you believe in? How do you want to balance your current lifestyle with the legacy you want to leave behind? 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.

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*.

When it comes to Charitable Services, we have a range of tools we can tailor to the needs of your specific giving situation:

  • Gift Planning
  • Charitable Trust Planning, Administration, and Investment Management
  • Endowments
  • Foundations
  • Charitable Remainder Trusts
  • Charitable Lead Trusts

 

Start achieving your philanthropic goals today. Call us at 888.734.4222 to get started.

 

*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.
Not FDIC Insured • Not Bank Guaranteed • May Lose Value • Not Insured by any Government Agency • Not a Bank Deposit

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