Grandmother in plaid shirt, apron and gardening gloves holds flower pot still for young grandson as he plants yellow flowers

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.

People’s United Advisors

We are investors. We are locally based throughout the Northeast and our clients are at the center of all that we do. People’s United Advisors offers wealth and investment solutions, customized to each client. We understand the investment and wealth space. We draw upon our tenured team’s expertise and the extensive resources of People’s United Bank to help clients navigate through their unique wealth challenges. As a fiduciary, we pride ourselves on acting in the best interest of our clients and providing each client with the uncommon expertise of People’s United Advisors.

FIND AN ADVISOR

Legacy Planning

Read People’s United Advisors white paper, “Legacy Planning: How Does One Achieve That Lofty Goal?”, which discusses how legacy planning is only one dimension of looking at your goals, but it’s a unique exercise in many ways.

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

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


Form CRS - ADV Part 2A - Privacy Policy - Legal Disclosure - Wrap Fee Disclosure

You might also be interested in...

Smiling couple holding hands while seated and looking out an airplane window
Premier Advantage
Checking

A rewarding, go anywhere-do everything checking account.

LEARN MORE
People's United Bank American Express Premier personal credit card on top of a blurred background image of a hotel room
Premier Rewards
American Express® Card

Enjoy both unlimited rewards and lifestyle benefits in one card.

LEARN MORE
Mature couple in red personal flotation devices enjoy their retirement in a yellow tandem kayak on a quiet lake
Retirement Planning

It's never too early to start planning for retirement.

LEARN MORE

© 2020 People's United Bank, N.A.