deposit & cash management • residential mortgage investment management & trust • commercial banking
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all philaNthropists have buildiNgs Named after them.
Philanthropic giving is always welcome, regardless of what form it takes. Boston Private Bank & Trust Company’s Donor Advised Fund is a simple and flexible tool that makes charitable giving easier than ever. It enables you to set aside funds and recommend grants to qualified nonprofit organizations according to your interests and on your timetable, all while realizing a tax benefit. It is just one of the ways we make the connections that count — connections to the financial expertise you need, and a personal connection that goes far beyond the sum of our transactions.
Please contact Richard MacKinnon, Senior Vice President, at (617) 912-4287 or rmackinnon@bostonprivatebank.com Investments are not FDIC insured, have no Bank guarantee, are not a deposit, and may lose value.
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