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Philanthropy

Give something back to the world by supporting your favorite charities and interests.

If you are interested in beginning a charitable tradition in your family, our experienced professionals will guide you in determining the most advantageous way to pass your values as well as your wealth to future generations. 

  • Experienced fiduciary professionals
  • Customized Life Planning™ approach
  • Comprehensive philanthropic advisory services

Customized Life Planning™ Approach

Through our Customized Life Planning™ approach, we strive to understand your philanthropic passions.  Our experts will explain your options and help guide you in determining how best to pass your values as well as your wealth to future generations. 

Comprehensive Philanthropic Advisory Services

  • Planning and Development
  • Distribution Management
  • Cash Flow Analysis
  • Tax Planning and Compliance
  • State and Federal Reporting

We can help you realize your philanthropic goals through one of several charitable giving vehicles.

Your Radnor Advisor Relationship Manager is your single point of contact for all of your wealth management needs.  Your manager will coordinate a team of specialists focused on you, your family and your goals.  We welcome the opportunity to understand your priorities, passions and concerns and to help organize and simplify your life issues.

We offer comprehensive philanthropic advisory services with a wide range of charitable giving vehicles

Direct Gifts

These direct gifts are substantial one-time gifts to charitable organizations.

Legacy Endowment Plan

This plan will take care of your own financial needs while making significant and lasting contributions to charitable organizations.

Grantor Charitable Lead Trust

A trust is established to benefit a charity, which receives income from the trust assets for a specified period of time. At the end of the trust term, the remaining assets are returned to the donor or beneficiaries.

Charitable Remainder Trust

This trust provides income to beneficiaries for their lifetimes; when the trust term ends, the remainder is gifted to a charity.

Private Foundation

This option provides families the opportunity to remain involved in the gifting process, and it offers the most control over how assets are distributed.

Donor Advised Fund

This fund offers benefits similar to a private foundation, with less administrative requirements.

Supporting Organization

This vehicle is typically used to support a specific public charity.

For more information on Radnor Trust’s Philanthropic Advisory Solutions, contact one of our Radnor Advisor relationship managers at 1-888-707-RTCo (7826) or request a complimentary consultation.

Request a Complimentary Consultation

Philanthropic Advisory Services are offered through Radnor Advisors an affiliate with NexTier Bank, N.A.

Trust, Investment and Insurance Services:

Not FDIC Insured.  Not a Bank Deposit.  No Bank or Federal Government Guarantee.  May Lose Value.

Radnor Advisors