Philanthropic Planning

Build a strategy for giving that aligns with your values and your overall wealth plan

 We help you develop and execute a philanthropic plan that supports the causes that matter to you as part of your holistic wealth plan, while balancing timing and cash flow needs, tax efficiency, simplicity, and family governance considerations.
Expertise to maximize your giving
Strategic planning

Integrate your philanthropic goals into your holistic wealth plan to ensure it aligns with priorities.

Tax efficiency

Deploy support for the causes you care about in a way that maximizes the total impact of your giving in line with your values and objectives.

Make your mark

Work with a partner who can help you build a plan that supports the change you want to make in the world, balanced against your commitment to your business and your longer term objectives.

Our thoughts

Insight to inform your wealth management needs.

Donor-advised funds bring tax efficiency and flexibility to philanthropic giving

An easy and more thoughtful approach to your charitable donations.

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More considerations

Additional insights to guide your decisions.

Is it possible to do good and do well?

Socially responsible investing is not a new idea, but its landscape has evolved.

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Making giving a part of your plan
Your goals, our expertise and specialized services
Tax planning services

Guidance on using your giving efficiently grounded in deep experience with estate tax strategies, your holistic wealth plan, and current tax policy.

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Trust & fiduciary

Expertise in creating structures designed to support your long-term giving.

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Wealth planning

Crafting a strategy that takes into account your personal goals, business goals and desire to leave a legacy.

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Family office

Perpetuating your generosity with specialized expertise.

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While you’re creating the future, we’re helping your finances move forward. 

Keeping pace with change means being prepared. We can help. SVB Private serves today’s innovators and investors like you to develop a fresh, holistic approach to your financial life and legacy.

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We’re here to build a collaborative partnership.

Communication and connectivity are at the heart of everything we can accomplish together.

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Individuals and families are different

We collaborate to arrive at a deep understanding of what drives you. With a holistic approach, we can help you grow and protect your wealth and legacy at every stage of your journey by considering your complete picture.

More ways we help

Ready to see how we can help you?

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