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Charitable Giving

Charitable Giving

For many, giving money to charity is a normal part of their lives. You may support an organization that you are actively involved with or that has touched your life. You may give to a school or university you attended, or simply may give to a cause that you feel passionate about. Whatever the reason, charitable giving not only offers emotional benefits, but practical ones as well.

There are many options available to individuals who have an interest in giving. You may want to make gifts throughout your life, taking pride in seeing the good that your gift provides to the cause or organization. Others may make the decision to make charitable donations after their death through instructions left in a will or a trust. Still another decision is how much to give during your lifetime or what to leave in your will or trust.

If you have made the decision to gift, either during lifetime or at death, it is recommended that you are either familiar with the organization or do research on the recipient to make sure that your intentions for your gift are met. It is also important that you communicate your intentions, both in your trust document or will, and to your trustee or executor so they know your intentions. It is also recommended to discuss your intentions with a qualified Estate Planning Attorney to ensure your intentions are properly documented.

Schedule an appointment with First National Trust & Wealth Management today. Every individual situation is different and we are here to answer your questions and help guide you through the planning process.

 

For more information on charitable giving, please contact us today.

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Latest Blog Posts

How Do I Know if a Financial Professional is the Right Fit?

Submitted by First National Trust & Wealth Management on May 26th, 2022

How do you know if your financial professional is the right person to manage your life savings? It’s an important decision and choosing the person (or team) that will help you pursue your financial goals can be tough. It pays to shop around to find the right professional for you and your family. Here are some tips to see if a financial professional is a good fit.

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The New Normal Retirement

Submitted by First National Trust & Wealth Management on April 15th, 2022

It’s believed that retirement planning as we currently know it didn’t really exist until a few decades ago. Up to that point, people worked until 65 and then sailed into retirement on a pension plan.

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William & Margaret Trudell 2022-2023 Scholarship Application

Submitted by First National Trust & Wealth Management on February 1st, 2022

The William & Margaret Trudell Scholarship board of trustees is pleased to announce that applications are now being accepted for the 2022-2023 school year for qualified students enrolled at the Iron Mountain campus of Bay College.  Since its inception in 2004, the Trudell Scholarship has provided over $80,000 to over eighty deserving students of the Bay College West Campus.&n

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Marquette, MI 49855

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