TRUST AND PHILANTHROPIC SERVICES

Your relationship with Wachovia gives you access to one of the oldest and largest trust companies in the U.S., and a national leader in managing private foundation assets. To help you meet your objectives for establishing a legacy, we draw on our heritage and experience as well as the full scope of capabilities available through Wachovia.

Personal Trust Services

Your experienced Trust Advisor will work closely with you and your attorney, accountant and others you want at the table to craft a plan that meets your specific goals.

Learn about u tilizing trusts in your estate plan.

Charitable Services

Your advisor also can help you develop a personal strategy to reach your philanthropic objectives, which may include significant financial contributions to charitable organizations, institutions, and your community.

Nonprofit and Philanthropic Services

Charitable organizations and philanthropic individuals seek to make a difference in the lives of others and the community. Wachovia serves as your advocate, listening to your concerns and objectives and drawing on our experience to help bring your philanthropic vision to life.

You can rely on Wachovia as the nation's premier provider of charitable services to help your organization achieve its mission. Your Philanthropic Consultant provides a single point of contact to understand your organization’s vision and provide the integrated consulting, investment management and administration it needs to get the job done well.

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Services from Wachovia Wealth Management may not be available in all states.

Wachovia does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Trust services are offered through Wachovia Bank, N.A. (Wachovia), a national banking association and subsidiary of Wachovia Corporation, or Delaware Trust Company, N.A., a subsidiary of Wachovia. Trusts that have their situs in and are governed by the law of Delaware use Delaware Trust Company as the trustee. Wachovia Trust is a brand name for the trust services offered by Wachovia. Wachovia Trust does not provide legal or tax advice.