Endowments and planned giving

The Charitable Services Group - dedicated to helping you succeed

Since 1991, the Charitable Services Group at U.S. Bank has provided expert management and administration for nonprofit organizations to help ensure every dollar counts.

Endowment services

  • A dedicated portfolio manager for you
  • Endowment accounting and financial reporting
  • Disbursements and grant-making services

Planned giving

  • Help building your planned giving program
  • Assistance in growing your organization’s footprint
  • Let us handle your back-office functions and compliance matters, while you focus on donor relationships

Your organization’s mission

  • Consider how the long-term stability of your organization affects its goals
  • Getting the support of a strong partner is important for guidance and help in managing key financial needs
  • Let U.S. Bank Wealth Management help you work toward your objectives

Do more with charitable services

Focus your time and energy on the broader goals of your mission by letting us provide you with the services you need to structure, manage and operate your organization.

Get in touch