Charitable Giving

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 how to gift more wisely.

MoneyGuidePro®

View your financial plan at a glance

Adjust goals to see different scenario outcomes

Collaborate with your financial partner

MoneyGuidePro®

View your financial plan at a glance

MoneyGuidePro®

Adjust goals to see different scenario outcomes

MoneyGuidePro®

Collaborate with your financial partner

Asset Management

Simplify your financial life

Our asset management solutions are customized for you and designed to streamline your financials.
Investment Management

Build an investment plan that lasts

We keep an eye on your long-term goals and avoid trends that come and go.

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First Citizens Wealth Management is a registered trademark of First Citizens BancShares, Inc. First Citizens Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC; First Citizens Investor Services, Inc., Member FINRA and SIPC, an SEC-registered broker-dealer and investment advisor; and First Citizens Asset Management, Inc., an SEC-registered investment advisor.

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