Charitable Gifting and Philanthropic Services

Make the most of what you give

Establishing a plan to maximize your impact

There are many ways you can spend your money, and charitable giving can be one of the most rewarding. Your BB&T Wealth team will work on your behalf to ensure your charitable gifts make a meaningful impact, while providing benefits that will help you meet your financial goals.

Create a budget

First, it's important to:

  • Decide what your personal giving standard should be
  • Determine which causes align with your priorities and budget
  • Understand and leverage the advantages of planned giving

Evaluate options

Then, BB&T Wealth helps you choose methods of giving that:

  • Are cost effective to implement and operate
  • Structure your contributions to have the most impact
  • Maximize the tax benefits of making charitable donations
  • Allow you to give to the causes that matter most to you

Implement a strategy

Finally, we work with you to:

  • Align your budget and goals into a plan that reflects your charitable priorities
  • Use immediate giving and planned giving strategically
  • Make the most of your assets, allowing flexibility to adjust your giving over time

Need foundation and endowment assistance?

BB&T Philanthropic Services Group offers a range of administrative and investment services. Learn more

Ready to take the next step?

Schedule appointment

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Your BB&T Wealth advisor will help you create a comprehensive, strategic plan to integrate and coordinate your banking, credit, investments, risk management, and trust and estate planning services.

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Investment solutions are provided by BB&T Investments, a division of BB&T Securities, LLC (opens in a new tab) member FINRA (opens in a new tab)/SIPC (opens in a new tab). BB&T Securities, LLC is a wholly-owned nonbank subsidiary of BB&T Corporation. Securities and insurance products or annuities sold, offered or recommended by BB&T Investments are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. 

The information provided should not be considered as tax or legal advice. Please consult with your tax advisor and/or attorney regarding your individual circumstances.