Invest West® Philanthropic Services for Donors

We understand the importance of ensuring that your charitable gifts go to the areas you are most passionate about, and that your gifts are used as you intend. Our Philanthropic Services provide flexibility by allowing donors to develop a philanthropic plan that best reaches their charitable goals. Services include:

    • Coordination with your Financial Advisor (Attorney, CPA, Asset Manager, etc.)
    • Stewardship of your legacy after your lifetime.
    • Donor Advised Fund Services, including:
      • Ongoing research and updates on community needs and charitable giving opportunities
      • Invitations to educational seminars and events
      • Administrative services including IRS reporting, check administrations and issuance, and personalized grant letters and gift acknowledgement letters for tax purposes

Contact our staff to learn more about our Philanthropic Services and how we can help you reach your charitable goals.

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