Heidi Jark, Foundation Office Director, Fifth Third Bank, reviews items to consider with a family foundation.
Leaving a Legacy: Charitable Giving
Planned charitable giving can help create your legacy.
Whether you want to donate to a favorite cause or wish to establish your own foundation, you can fulfill your vision through Fifth Third Private Bank's range of trust and estate strategies.
Do you want to receive income from your assets now, and leave the balance to your favorite charity?
- You may want to establish a tax-advantaged Charitable Remainder Trust.
Would you prefer to set aside assets today to support your charitable causes?
- We can help you decide which gifting strategies are appropriate, from setting up a foundation to donating investments.
Insurance may also be used to support a favorite cause.
- Your Wealth Management Advisor and an insurance specialist can help determine which strategies may be right for you.
The information contained herein is for information purposes only is not designed to address your financial situation or particular needs and does not constitute the rendering of tax or legal advice. You should consult with your tax advisor or attorney for advice pertinent to your personal situation.
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