Many financially successful individuals and families utilize charitable giving to satisfy their investment and philanthropic goals. Mellon’s private wealth management portfolio managers, assisted by charitable giving specialists, can work with you to gain a thorough understanding of your interests in charitable giving within the larger picture of your financial situation and longer-term objectives.With your objectives as a guide, we can propose a customized charitable giving plan which allows for a gift to a selected charitable institution or institutions while realizing associated tax and estate preservation benefits. In the process, your charitable giving objectives can be thoroughly integrated with an overall financial and investment strategy.

Income - Producing Planning Giving Out right Charitable gifts Mellon....