M&T Bank : Donor Advised Funds
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Private Foundations & Donor Advised Funds

Are you interested in contributing to your favorite charities while leveraging benefits such as tax deductions and the perpetuation of a family legacy? We can help.

At M&T Investment Group, we offer clients advice on a range of planned giving strategies, including charitable remainder trusts, private foundations and donor advised funds. 

What is a Private Foundation?
A private foundation is an entity created by a person, family or group of individuals for the purpose of charitable giving.

Creating a private foundation presents opportunities that may include:

  • Building and providing a family legacy
  • Benefiting multiple charities
  • Providing tax benefits, depending on the legal structure

Contact us
Learn more about charitable giving. Call the M&T Investment Group today at 1-800- 724-7788 to schedule a time to discuss your charitable inclinations.

Investment and Insurance Products: • Are NOT Deposits • Are NOT FDIC-Insured • Are NOT Insured
By Any Federal Government Agency • Have NO Bank Guarantee • May Go Down In Value

Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank.
M&T Securities, Inc. is licensed as an insurance agent and acts as agent for insurers. Insurance policies are obligations of the insurers that issue the policies. Insurance products may not be available in all states.

M&T does not provide tax advice in connection with wealth management, wealth administration and insurance products and services. You should consult with your own tax adviser concerning the tax aspects of a particular action or activity.

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