Investor Services
Charitable Trusts
Services- Philanthropy
Philanthropy
We all have personal reasons for giving to charity, but many of us give out of a common desire to share our good fortune with others. And while our generosity can certainly improve the communities in which we live and work, it can also help us financially. Smith Barney offers strategies for both investors and nonprofit institutions to improve their situations through charitable giving.
Investor Services
Integrate charitable giving into an individual investor financial plan.
Nonprofit Services
Get information on Smith Barney's investment consulting services for nonprofits or read our Primer on Planned Giving brochure.
Citigroup, Inc., its affiliates, and its employees are not in the business of providing tax or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Tax-related statements, if any, may have been written in connection with the "promotion or marketing" of the transaction(s) or matters(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
For more information, please contact your Smith Barney Financial Advisor.
