City National Bank Planned Giving Options

Properly structured, a charitable donation can provide benefits for our clients, their families, and charities.

Our long experience assisting clients with estate planning has given us expertise in designing highly specialized gift plans. We work with philanthropic advisors, tax advisors, professional gift planners and many charitable organizations and foundations to create tailor-made programs, including:

• Charitable Trusts
• Donor-Advised Giving
• Private Foundations
• Tax Advantaged Planning

Simply put, we can structure and implement a customized, flexible and effective charitable giving plan from start to finish.

Getting Started

As a valued client, you deserve the resources and one-on-one personal attention you can find only at City National Bank.

To learn more, please contact Sascha Anderson, Vice President, City National Bank at 925 274-5123.