Charitable Giving

Whether you are making charitable contributions or helping your family and friends via planned giving, a well-planned wealth transfer strategy can ensure that your legacy matches your values and vision.

Put your money where your values are

A well-defined and carefully structured charitable giving plan will help ensure your philanthropic goals are met.

Red number one in a blue circle
Don’t be intimated

Proper planning can accommodate issues of liquidity and timing of events.

Red number two in a blue circle
The time to plan is now

Don’t let your legacy fade by waiting too late to put a proper plan in place.

Red number three in a blue circle
Change happens

A good plan can and will be able to be adjusted periodically to allow for shifting priorities.

Gifting and transferring wealth is about much more than distributing the assets you have worked to accumulate. To ensure your wishes for the future are properly addressed, we will work with you in an efficient fashion, minimizing estate taxes and determining the most appropriate strategy to help you maximize your charitable giving.

WealthyMinds shares insights for your financial well being with a feature in this issue on legacy planning

What matters to
you matters most

Read People’s United Advisors white paper “Legacy Planning: how does one achieve that lofty goal?” to understand when and how to approach putting a charitable giving plan in place.

We're here to help!

People’s United Advisors, Inc. helps institutions, employers, and individuals and their families navigate investment, trust, retirement, banking, and planning challenges.

Our experienced professionals work as a team, bringing specialized knowledge and solutions to the conversation.

Red and blue telephone. Call this phone number for help, to speak with an expert or for more information

Call us at (800) 392-3009 to schedule an appointment with a Financial Advisor.

A red and a blue person

Visit a local branch near you

People's United Advisors official logo

Disclosure

Investment products are offered through People’s United Advisors, Inc., a registered investment advisor. People’s United Advisors, Inc. is a wholly-owned subsidiary of People’s United Bank, N.A.

Investment Products are:

• Not Insured by FDIC or any Federal Government Agency
• Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate
• May Lose Value


ADV Part 2A-2B - Privacy Policy - Legal Disclosure

© 2019 People's United Bank, N.A.