Our charitable giving approach

Philanthropic Services from U.S. Bank includes both the Center for Family Philanthropy, which serves individuals, families and family foundations, and the Charitable Services Group that focuses on public charities and nonprofit organizations.

From individuals and families with philanthropic aspirations to nonprofits looking to maximize their charitable impact, Philanthropic Services can partner with you to help bring your vision to life.

For individuals and families

Charitable giving strategies for individuals and families

The Center for Family Philanthropy will partner with you to help:

  • Identify your goals. Align your giving strategies with your values and goals to create meaningful experiences for your beneficiaries.
  • Optimize your giving. Coordinate between your financial advisor, attorney and other professionals to make charitable giving a component of your overall wealth plan.
  • Define your legacy. Create a lasting impact for your family and your community.

For non-profit organizations

Endowments and planned giving services

The Charitable Services Group of U.S. Bank has experience working with public charities and organizations across the spectrum of charitable causes—from the arts and education to medical research and the environment. We know the unique challenges facing your nonprofit organization or public charity and can assist you in furthering its mission. We offer:

  • Assistance with planned giving and endowment services
  • Expertise in key functional areas, such as asset management, operations and administration
  • Help in developing or enhancing your organization’s structure and mission

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Disclosures

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Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

U.S. Wealth Management – U.S. Bank is a marketing logo for U.S. Bank.

U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

The information provided represents the opinion of U.S. Bank and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

U.S. Bank does not offer insurance products but may refer you to an affiliated or third party insurance provider.

The Philanthropic Services Group encompasses both our Center for Family Philanthropy as well as our Charitable Services Group.