Charitable Gift Planning-Wealth Advisory | Wilmington Trust
Wealth Advisory

Philanthropic Planning

Making a difference to the causes that are important to you and your family is a significant part of your overall plan. Let us guide you on the philanthropic strategies that are designed to help benefit your favorite charity, your family, and your tax planning.

Save taxes while promoting family values

Developing a philanthropic plan helps to promote family values and social responsibility while leveraging the tax-deductible nature of charitable gifts. Our team offers guidance on the different benefits of a variety of strategies, including:

  • Charitable trusts
  • Outright gifts of appreciated securities
  • Private/family foundations
  •  
Once the right strategy for your particular needs and goals is implemented, we can provide trustee, administrative, and investment management services for all types of charitable trusts and foundations.

Select the right assets to gift

Deciding what to give is just as important as determining how to give. We can advise on whether gifting cash, securities, real estate, art, and other valuable collections is right for your unique situation.

Meet with an advisor to explore the philanthropic strategies that are most fruitful for you and your favorite charity.






Carol Kroch
Managing Director
Wealth and Philanthropic Planning
302-636-5124
Email Carol

Donna Barwick
Senior Fiduciary Advisor
302-636-5124
Email Donna
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