GIVING ADVISERS
How to manage giving in an ever-changing environment By Dave Compere and Shelly Addington As society continues to progress through and manage the pandemic, how best to make charitable contributions remains a challenge. The good news is that as a financial services and banking partner, UMB has a variety of resources to help accomplish both business and charitable goals. At UMB and UMB Financial Services, Inc., private wealth management and commercial banking teams work together very intentionally to provide support through all aspects of the lifecycle of an individual and company, ultimately allowing for both business success and strategic giving. This unique strength of multiple lines of business partnering together is particularly important when a company experiences transition, more of which has occurred during the pandemic such as early retirement, selling a business and restructuring. Given these continually evolving circumstances, it’s critical to have a financial partner that can help accomplish both business and charitable goals.
munities it serves for decades and this commitment won’t change. UMB is also committed to providing support to partners that serve these communities. While there will continue to be unique challenges during the pandemic and beyond, UMB will face them with clients, deliver excellent service and support charitable giving. Disclosure UMB Private Wealth Management is a division within UMB Bank, n.a. UMB Bank, n.a. is a subsidiary of UMB Financial Corporation. UMB Financial Services, Inc. is a wholly owned subsidiary of UMB Financial Corporation and an affiliate of UMB Bank, n.a. Securities and Insurance products are: NOT FDIC INSURED | NO BANK GUARANTEE | NOT A DEPOSIT | NOT INSURED BY ANY GOVERNMENT AGENCY | MAY LOSE VALUE
U MB BAN K ADDRESS 1150 E B attlefield, Springfield, MO 65807 PHONE 417.891 . 2100 WEBSITE UMB.com TOP EXECUTIVES Shelly Addington, Sr. VP, private banker, UMB Bank Dave Compere, Sr. VP, financial advisor, UMB Bank
UMB has been steadfastly committed to the com-
18 · 2021 GIVING GUIDE
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