Define your legacy through strategic philanthropy and create a lasting impact for your family and your community. Learn about tax-efficient ways to give – including donor-advised funds, private foundations, endowment scholarships and charitable trusts – and the importance of incorporating giving into your wealth plan.

6 steps to creating a giving plan

Meaningful giving starts with a purposeful plan.

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How to become a philanthropist

Progressing from being a “checkbook” donor to becoming a philanthropist can be one of the most rewarding privileges of wealth.

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Consider an endowed scholarship in your charitable giving

A scholarship endowment can help educate others, bring you a sense of satisfaction and leave a mark on future generations.

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Donor-advised funds: Tax and other benefits

Donor-advised funds are an increasingly popular charitable giving vehicle for Americans. Learn if this route to philanthropy is right for you.

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The benefits of starting a private family foundation

A private foundation can help unify your family behind service-oriented causes, while developing responsibility and leadership skills that will serve the family for generations.

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Your charity donation tax deduction guide

Charitable donations can help your wealth make a greater impact – and by maximizing tax deductions for donations, you can help your money go even further.

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U.S. Bank, U.S. Bancorp Investments and their 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.

The information provided represents the opinion of U.S. Bank and U.S. Bancorp Investments 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.

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For U.S. Bancorp Investments:

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Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.

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