Charitable Gifting & Philanthropic Services

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

Take inventory of your assets with charitable giving in mind

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

Use tools that maximize the value of your gifts

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

Incorporate giving into your overall financial plan

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 about philanthropic services with BB&T

Ready to take the next step?

Schedule appointment

Choose a time for an advisor to call you.

Call now

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A last will and testament may be your most important financial document, and you'll want to consider the optimal ways to structure and execute it.

Integrated services

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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Effective planning protects your family and your assets, and helps your estate move smoothly through the settlement process.

Trust services

Provide for your family, protect your assets, and begin defining your legacy with properly prepared trust accounts and estate planning.

Traditional banking services are provided by Branch Banking and Trust Company, Member FDIC.

Investment solutions are provided by Branch Banking and Trust Company, and BB&T Investment Services, Inc. BB&T Investment Services, Inc. is a wholly owned registered broker/dealer subsidiary of Branch Banking and Trust Company, Member FINRA/SIPC.

Securities and investment products or services are:

  • Not a deposit
  • Not FDIC-insured
  • Not guaranteed by a bank
  • Not insured by any federal government agency
  • May go down in 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.