Charitable Gift Planning

Charitable gifts may be made outright to the charity, as a part of a will or estate plan, and through a variety of types of charitable trusts established during lifetime. The Bank serves as trustee for these gifts, managing, administering and disbursing them to assure that the charitable intent established by the donor under the pertinent gift agreement is adhered to in perpetuity. The Bank also serves as investment agent for the charity itself to professionally manage and account for gift funds in its portfolio.

*Investment products offered by South Valley Wealth Management or SVBT Trust services, are not a deposit, not FDIC-insured, not insured by any federal government agency, not guaranteed by the bank, and may go down in value.