PHILANTHROPY SOLUTIONS

Giving for a lasting impact

With success comes opportunities to make a difference in the world through philanthropy.
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Philanthropy Advisory Services that align purpose and performance

With the support of Bank of the West Strategic Philanthropy Advisory Services, you can pursue your charitable giving goals - guided by a plan that lets you monitor the impact of your giving and how those results align with your values and purpose.

Whether you wish to contribute as an individual, family office, private foundation, or through corporate giving programs, our solutions can help you make a difference in the world.

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.