At UMB, we welcome the opportunity to work with you and your advisors to evaluate your charitable giving strategy. Use the menu, at left, to learn more about the many giving options available, each with certain tax benefits and income potential. Every situation is different, so it’s important to examine your charitable goals, lifetime income needs, and family situation.

Together we can begin the process, determine what works best for you, choose the concepts that will help you realize your objectives, and put this valuable plan into place.