PHILANTHROPY SOLUTIONS

Giving for a lasting impact

With success comes opportunities to make a difference in the world through philanthropy.

Philanthropy Advisory Services that align purpose and performance

Donor-Advised Funds

The Philanthropy Fund, our signature donor-advised fund in partnership with Renaissance Charitable Foundation, Inc.footnote*, provides a simple, tax-smart way to make the most of your charitable giving. Through this donor-advised fund, you can:

  • Support multiple nonprofit organizations
  • Contribute a variety of assets—without paying capital gains taxes
  • Enjoy a tax deduction for your contributions

Purpose Investments Services

To maximize the social and environmental impact of your investments, we'll help you:

  • Establish a Purpose Investments Strategy, a Purpose Investments Policy Statement, due diligence guidelines, and impact monitoring
  • Evaluate capital deployment considerations, including artwork, stocks, loans, and more
  • Conduct screenings for exclusion-based investments, integrate Environmental, Social, and Governance standards, and weigh other key impact considerations

Connect with an Advisor by phone through Privilege Connect with 24/7 assistance

Call: 1-800-435-1912, TTY: 1-800-659-5495
International Call Collect: +1-925-975-3202, TTY: +1-402-918-6495

Tell us where you live

Choose your state of legal residence. We can then give you information about the products and services available in your area.

Note: Bank of the West has branches only in the states listed in the drop-down. At this time, we only open accounts for individuals and businesses in these states.