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Philanthropic Planning

Charitable planning can achieve multiple objectives. Most important, it helps meet the donor's long-term philanthropic goals and commitments. It also reduces both income and estate taxes, and it potentially can produce reliable income for the donor.

Fiduciary Trust has extensive experience structuring charitable trusts and family foundations, advising on grantmaking, and managing trust, foundation and endowment assets. We also can help you to develop a philanthropic strategy that is integrated with your larger financial plan.

Charitable giving often defines a family's legacy. It can be a tool for passing on values to the next generation as well as teaching them about wealth. We advisors will help you shape and implement a philanthropic plan that is effective, instructive and fulfilling.