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Charitable Trust

The Importance of Giving

Giving can help make the world a better place for ourselves, our children and future generations.  The importance of charitable trusts are felt by those in need – whether that be during your lifetime or later.  We help make your philanthropic activities effective, tax-wise, easy and fulfilling for you. 

We work with you to create and administer Charitable Trusts to fulfill your desire to leave a charitable legacy custom-tailored to your needs.  You can involve your family and teach them about philanthropy, support your favorite charities anywhere in the United States and reduce your income and estate taxes.

Our team will also manage the investments of the Charitable Trust that you establish and provide regular statements and ongoing advice on effective grant making and tax compliance.   We understand the importance you place on Charitable Trusts and the need for a well-defined strategy.  

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Get Started / Questions?

To learn more about Wealth Planning and other ways we can assist you, contact the Wealth Management Advisor in your area.   

Your security is important to us.  When communicating via email please do not include any personal, business or confidential account information.  Thank you!


Missouri/Illinois
Gene Todd
800-452-1414
Contact Gene

California
Bill Dolan 
949-475-6304
Contact Bill

Other States
Gene Todd
800-452-1414
Contact Me

Existing Account Support
Michelle Rogers
800-452-1414
Contact Michelle