charitable Trust
charitable
trust
Alhambra Bank & Trust empowers high-net-worth individuals with powerful charitable trust solutions that seamlessly blend tax-optimized philanthropy with long-term wealth preservation. Our strategic, tax-advantaged frameworks transform philanthropic visions into structured, legacy-driven plans, safeguarding family assets while driving transformative societal change. Whether your goals focus on funding sustainable, multi-generational initiatives or delivering immediate, measurable impact, our customizable charitable trusts align your generosity with precision financial planning—ensuring every contribution amplifies your influence and embodies your core values.
Specializing in dynamic philanthropic strategies, we harmonize altruism with wealth protection through innovative estate planning and a global network of expert advisors. Our future-proof trust designs adapt to evolving societal needs and family ambitions, navigating complex regulatory landscapes to convert charitable aspirations into enduring, tax-efficient systems. By prioritizing both financial returns and social ROI, Alhambra’s holistic approach empowers you to secure your legacy, maximize your impact, and leave a multi-generational mark—all while optimizing tax efficiency.
Our charitable trust offerings include

Charitable Remainder Trusts (CRTs): Providing income to you or your beneficiaries for a specified term, with the remainder going to your chosen charities.

Charitable Lead Trusts (CLTs): Generating a stream of income for charities for a set period, with the remaining assets passing to your heirs.

Private Foundations: Establishing and managing private foundations that give you maximum control over your charitable giving.

Donor-Advised Funds: Offering a more flexible and cost-effective alternative to private foundations for strategic charitable giving.

Impact Measurement: Implementing systems to track and report on the social impact of your charitable contributions, ensuring your philanthropy achieves its intended goals.