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Charitable Trusts and Private Foundations

If you have made the commitment to have philanthropy as part of your legacy, you know that charitable giving can take many forms. It can be as simple as making a bequest in a will or as complex as a charitable trust or private foundation. Our Trust Department, working with your attorney, accountant or financial adviser, can help you achieve your vision through charitable giving. Our professionals have the knowledge and experience to assist our clients in meeting their charitable goals, insuring that charitable intentions are met with a sensitivity to federal and state tax laws.

The professionals at the Trust Department of Essex Savings Bank provide comprehensive services in the administration of charitable trusts and private foundations, including the making of distributions to charitable beneficiaries, foundation administration and tax compliance, governance and proper reporting.

Investments in stocks, bonds, mutual funds and annuities in fiduciary accounts are not a deposit or other obligation of Essex Savings Bank; are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other federal government agency; and, may involve investment risks,
including, but not limited to, possible loss of value of principal.
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