Becoming a Philanthropist
Whether you want to learn about ways to make charitable donations or you are ready to begin discussions about techniques for significant philanthropic gifts, our wealth advisors stand ready to assist you. Giving back and making a difference to a specific organization, a general group or one or more communities can be personally rewarding and financially beneficial. Generational giving may also be of interest. A trusted advisor is essential to the development of a successful philanthropic plan.

Our own donor-advised fund, Heartland Charitable Trust, is a wonderful tool for simple and flexible charitable giving. Gifts can include cash or other assets, multiple investment alternatives are available, and distributions are made at the advice of the donor or his or her representative. Tax benefits are available to the extent allowable by the IRS and we handle much of the often-confusing paperwork.