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Charitable Giving

Discover purpose and fulfillment with intelligent giving

Sharing your success is one of life’s greatest rewards, and something we as Texans do extremely well. With intelligent giving strategies, you’ll fulfill your generous spirit while keeping an eye on your wealth. After all, philanthropy is a great way to build your legacy.

While tax breaks may not be the sole driver of your generosity, a comprehensive strategy that includes wealth management expertise may help your gifts go further. In addition, we’ll work closely with your outside Advisors, including your CPA, to help ensure your strategy best aligns with a holistic view of your personal financial circumstances.

Ideal charitable giving strategies focus on:

  • Planning, implementation and ongoing administration
  • Selecting the appropriate assets for gifting
  • Integrating your gift with other charitable giving strategies
  • Providing alternatives to running your foundation

Make a difference, today

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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