Charitable Planning

Helping you make an impact

Supporting your favorite charitable cause is as simple as writing a check, but other gifting strategies could have a greater impact on the nonprofit charity, your legacy and your financial situation.

Giving with impact doesn't need to be complicated. We can introduce an array of charitable giving options to help maximize your contribution based on the nature and extent of your assets. We'll help determine which assets are the best to donate and explore alternative ways to structure the gift. It may also be possible to make a gift while continuing to receive a long-term income stream for you and your loved ones.

At First Citizens, giving back to the communities we serve and supporting the causes our consultants treasure is an integral part of our culture. And we want to be your partner as you begin or continue your charitable giving. We can help choose the giving methods that are right for you to build a legacy of support.

Let's talk about your giving options

MoneyGuidePro®

View your financial plan at a glance

Adjust goals to see different scenario outcomes

Collaborate with your financial partner

Explore MoneyGuidePro
MoneyGuidePro®

View your financial plan at a glance

MoneyGuidePro®

Adjust goals to see different scenario outcomes

MoneyGuidePro®

Collaborate with your financial partner

Explore MoneyGuidePro

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About the Entities, Brands and Services Offered: First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. ("FCIS"), a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisors. Certain brokerage and advisory products and services may not be available from all investment professionals, in all jurisdictions or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender, and SVB, a division of First-Citizens Bank & Trust Company. icon: sys-ehl

See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.

Your investments in securities and insurance products and services are not insured by the FDIC or any other federal government agency and may lose value.  They are not deposits or other obligations of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested.

About the Entities, Brands and Services Offered: First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. ("FCIS"), a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisors. Certain brokerage and advisory products and services may not be available from all investment professionals, in all jurisdictions or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender, and SVB, a division of First-Citizens Bank & Trust Company. icon: sys-ehl

For more information about FCIS, FCAM or SVBW and its investment professionals, click the links below:

FirstCitizens.com/Wealth/Disclosures

SVB.com/Private-Bank/Disclosures/Form-ADV

See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.

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