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Philanthropic Giving

What are your charitable and community goals?

With wealth comes responsibility. The responsibility of deploying assets efficiently to both family members and charity is challenging. With an understanding of your preferences, we will develop strategies to ensure your assets are utilized in the way you intend.

papers and eyeglasses on a board room tableAt Washington Trust, based upon client goals, a philanthropic plan is developed utilizing appropriate and effective strategies. Each business and interest rate cycle provides opportunities; and each new administration adds and detracts from charitable possibilities with new tax laws.

Consider the use of:

  • GRAT (Grantor Retained Annuity Trust)
  • QPRT (Qualified Personal Residence Trust)
  • ILIT (Irrevocable Life Insurance Trust)

Related Article

Bring Charitable Giving Into Your Estate Plan

In addition to the goodwill benefits a charitable contribution brings, it can also have significant tax advantages.

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Let's discuss your unique financial goals.

Contact us at 800-582-1076 or email us to set up an appointment.

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Washington Trust is a registered trademark, and the "W" logo and Washington Trust Wealth Management are trademarks of The Washington Trust Company.
Weston Financial and Halsey Associates are subsidiaries of The Washington Trust Company.

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency