Individuals & Families
Expert guidance for your charitable giving, from structuring complex gifts to optimizing the tax benefits of your philanthropy. We help families blend financial stewardship with personal legacy and impact.
Philanthropic Services
Build a philanthropic legacy with expert charitable giving strategies.
Expert Strategies For Lasting Charitable Impact
Your passion for making a difference deserves strategic intelligence that creates lasting change. Whether you're building a family legacy or stewarding a foundation, our philanthropic services help amplify your influence through insightful charitable giving strategies. We combine robust expertise in tax-smart planning and investment management with genuine care for your values, handling administrative complexities so you can experience the joy of meaningful giving that truly matters to the causes you champion.
Plan Your Legacy With Philanthropic Services
Our philanthropic services empower individuals and institutions to create lasting legacies and maximize their charitable impact.
Foundations & Endowments
We handle complex investment management and regulatory compliance for foundations, endowments, and supporting organizations, providing expertise and fiduciary guidance while you focus on organizational impact.
Philanthropic Services for Individuals and Families
We partner with you to develop value-aligned giving strategies that maximize both impact and benefits:
Professional Investment Management
Personalized investment strategies tailored to your charitable goals and time horizon
Tax-Efficient Giving
Strategic structuring of charitable contributions using appreciated assets and qualified charitable distributions from IRAs to maximize tax benefits
Administrative Ease and Governance
We handle private foundation and charitable trust administration, compliance, reporting, and oversight so you can focus on the joy of giving
Personalized Advisory and Impact Measurement
Expert guidance to identify causes, vet organizations, and measure giving effectiveness
Insightful Guidance For Inspired Giving
We work hand in hand with you and your family to understand your financial timeline, tax situation, and estate plans. More importantly, we know the heart of your giving — your charitable intent and the goals that drive your generosity. This comprehensive insight allows us to bring all parts of your financial and philanthropic picture together, creating strategies that maximize both your giving impact and tax benefits, while fostering opportunities for multi-generational involvement.
Ensure Your Legacy Reflects Your Values
Our Trust & Estate Administration team brings decades of expertise to wealth transfer, ensuring your wishes are honored while easing the burden on loved ones. We integrate your charitable goals with your estate plan to maximize your legacy. From structuring gifts through trusts to managing distributions, our team simplifies the process and delivers peace of mind.
Philanthropic Planning Tools for Lasting Impact
Choose from a variety of sophisticated giving vehicles that match your charitable goals with your financial needs. Each structure offers unique advantages for tax planning, wealth preservation, and meaningful philanthropy.
Charitable Trusts
Advance your philanthropic goals while generating an income stream, creating tax advantages, and benefiting your heirs.
Donor-Advised Funds (DAFs)
Make tax- advantageous gifts to DAFs at community foundations or national DAF sponsors while maintaining investment control.
Private Family Foundations
Build an enduring charitable legacy while engaging family in philanthropy and securing valuable tax benefits.
ESG & Impact Investing
Investing strategies aligned with your charitable giving goals that integrate environmental, social, and governance (ESG) principles.
Maximize Your Organization's Capacity For Good
Achieving your charitable mission requires expert guidance and tailored investment strategies. Our investment professionals bring decades of experience to help your organization navigate complexities and manage risk. From customized board reporting to guiding major donors through sophisticated giving strategies, we execute your mission with precision and care.
Targeted Investment Expertise
Benefit from customized investment strategies designed to align with your organization’s unique charitable goals. With decades of experience managing foundations and endowments, our professional asset managers deliver solutions tailored to your mission, offering a boutique approach that prioritizes your organization’s success.
Philanthropic Expertise To Strengthen Your Mission
With decades of experience, we offer foundations and endowments the professional fund management, administrative “best practices,” and transformative value-add services that ensure your philanthropic mission achieves greater impact and efficiency.
Fiduciary Oversight & Governance
Expert guidance supports good-governance, best practices for risk management, and board education to improve decision-making and fiduciary oversight.
Reporting & Grantmaking
Professional administration and customized reporting streamline operations and facilitate grantmaking efforts.
Donor-Advised Funds
Third-party investment management services for community foundations and national DAF sponsors.
Donor Relationship Management
Donor relationship management and charitable planning expertise to strengthen engagement and giving.
Learn About Philanthropic Services & More
Explore reports, articles, and other resources from First Business Bank’s team of experts.
Article
Generational Philanthropy: Sharing The Wealth
Charitable giving is one of the best ways for people to support the causes that matter to them. These types
Article
Year-End Giving Strategies For New 2025 Tax Laws
New 2025 tax laws create limited-time opportunities for strategic year-end giving.
Article
Charitable Trusts: The Benefits for Business Assets
Charitable trusts can be an excellent vehicle for doing several things that may be important to you — setting aside