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Charitable Planning

Establish a philanthropic legacy for your family

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Giving together can unite your family across years, geographic locations, and life circumstances. No matter how old your children are, integrating philanthropy into your family life can be an excellent way to pass on healthy attitudes about money and helping others.

We can help make your gifts go farther by structuring them with tax and other implications in mind. Though tax breaks may not be the main reason for donating, making the most of such incentives may help you contribute even more while protecting the assets you need to provide for you and your family.


  • 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

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


Have a question? We are happy to help.

(210) 283-6700 (800) 531-7650
Broadway Bank. We're here for good.