Endowments and planned giving

The Charitable Services Group – dedicated to helping you succeed

Since 1991, Charitable Services Group at U.S. Bank has provided expert management and administration for public charities and 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
  • Management of your back-office functions and compliance, so you can focus on donor relationships

Supporting your organization’s mission

  • Consider how long-term stability of your organization affects its goals.
  • Get the support of a strong partner for guidance 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