Planned Giving

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Planned giving is the thoughtful process of realizing your charitable objectives while optimizing tax and other financial benefits.

A planned gift can be provided now for immediate use, or can be deferred – included in a will for use at a future time.

A Planned gift

  • Is a tangible expression of your values
  • Considers your personal and family needs
  • Can be made with cash or other assets
  • Allows you to carefully plan the impact of your gift now and into the future
  • Is tailored to your financial situation and maximizes your tax, financial and estate planning benefits.

Donor Benefits

The First West Foundation offers a broad scope of services that help donors make effective charitable investments. With a variety of current and deferred ways to make a donation, the First West Foundation can assist you in meeting your values and vision for shaping the community.

We Provide:

  • Donation options which can be tailored to your present and future philanthropic objectives
  • Knowledgeable and rigorous evaluation of grant applications
  • An attractive alternative to establishing a private foundation
  • Skilled and experienced stewardship of investments
  • Sound governance by a dedicated Board of Directors

Contact us now to expore your giving options

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The Foundation was created on the vision of helping create vibrant and healthy communities. By working in partnership with local organizations, the Foundation seeks to actively contribute to meaningful projects that make a positive and lasting impact upon community life.

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