Wealth Management > Philanthropic Services

Philanthropic Services

Our ongoing commitment to the community

Montecito Bank & Trust is committed to helping our nonprofit community partners, as demonstrated by our Community Dividends® program, which each year awards $1 million to worthy local nonprofit organizations. We are proud to serve as trustees for many local foundations and endowments and to provide investment management services for their assets.

Our unquestioned reputation for integrity, along with our lengthy experience in estate planning, makes us a valuable resource not only for institutions but also for donors as well. We are able to structure plans that provide substantial benefits for donors, while also helping the recipients of their generosity manage and grow their assets so that they can fulfill their missions for many years to come.

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