Many people have the capacity to leave a legacy of some kind, but they may need help to determine the most effective way to do it. If you are in a position to be generous to others, but don't know where to begin, U.S. Bank's charitable giving specialists can help.
Working in conjunction with your advisors, we can recommend tax-effective giving strategies that allow you to preserve your legacy of values by helping others, while helping yourself at the same time.1
If you manage or serve on the board of a nonprofit organization, you understand the complex fiduciary responsibilities inherent in such a position. Our Charitable & Nonprofit Services team works with nonprofit organizations to develop and implement effective planned giving programs and to manage charitable investment funds.
The information provided represents the opinion of U.S. Bank and is not intended to be a forecast of future events, a guarantee of future results, or investment advice. It is not intended to provide specific advice or to be construed as an offering of securities or recommendation to invest. Investors should consult their investment professional for advice and information concerning their particular financial situation.
1 This discussion is intended to be informational only and is not exhaustive or conclusive. U.S. Bank and its representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
