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Charitable Trusts, Foundations and Grant Management

Giving together can unite your family across generations.

No matter how old your children are, integrating philanthropy into your family life can be an excellent way to pass on healthy attitudes about giving and helping others. We provide a full selection of philanthropic services. Our professional team of wealth advisors, portfolio managers and administrators can assist you with:

  • Planning, implementation and ongoing administration
  • Selecting the appropriate assets for gifting
  • Integrating your gift with other charitable giving strategies
  • Providing an alternative to staffing a family office to run your foundation

(210)283-6700 Local (844)200-0758 Toll Free

*Insight Digital and Insight Advisor are offered through Broadway Wealth Solutions, Inc., a Registered Investment Advisor wholly owned but separate from Broadway National Bank. For further information, please contact us for a copy of our disclosure documents, including Form ADV Part 2A and supplemental materials.

Broadway Bank and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your situation at the time your taxes are prepared.

INVESTMENT PRODUCTS:
NOT FDIC INSURED • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT BANK GUARANTEED • MAY LOSE VALUE