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Corporate Executives: Charitable Giving

Charitable giving can play a role in your daily affairs, short- and long-term financial strategies and wealth transfer. AMG National Trust Bank can help executives create a sophisticated philanthropy plan. We examine lifetime tax consequences and estate-planning issues, as well as personal concerns and goals for giving, to determine the timing and method of donating most appropriate for your situation.

There are many gifting options available to you:

  • The AMG Charitable Gift Foundation is a donor-advised fund that makes philanthropy simple and cost effective.
  • A private foundation or endowment can create a permanent legacy of giving and allow you and your family to manage significant and diverse assets.
  • Direct donations may be a good choice for one-time gifts.
  • A charitable-remainder trust can help with estate taxes in many situations, while also providing for current financial needs.

Investment products: Not FDIC insured • No bank guarantee • May lose value