M&T Bank : Planned Giving Services
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Planned Giving Services for Individuals and Families

M&T Bank is experienced in working with individuals to identify and further their particular charitable giving needs. We can offer advice and assistance whether you are just beginning to think about your charitable giving intentions or have your charitable giving strategy planned.

Planned Giving Services
We can assist you in defining your legacy in a way that is meaningful to both your favorite charity and you. We work to define and maximize your philanthropic goals, as well as integrate your objectives, into an overall wealth advisory plan so that you can be more strategic in your giving.

Contact Us
Learn more about M&T Bank’s planned giving strategies. Call 1-800-724-7788 to schedule an appointment to review your service needs and philanthropic priorities.

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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