Effectively leveraging your wealth to have a positive impact on the lives of others and your community requires careful financial planning. There are so many ways you can contribute.

However, it’s sometimes difficult to know which strategy will deliver meaningful results. Connecting your values to how your money is managed can offer you an opportunity to create a lasting legacy.

We have a dedicated team of philanthropic and charitable-giving strategists who will work with your Private Wealth Advisor to help ensure your philanthropic vision aligns with your overall financial plan.


Your philanthropic giving, our wealth of knowledge

By building your charitable goals into your wealth plan, you can thoughtfully ensure your charitable vision becomes a reality – and we’re here to help.

Your advisor, along with our team of charitable-giving strategists, will work with you to identify your goals, optimize your giving and define your legacy.

Next, we’ll consult with your attorney, accountant or both regarding regulatory and tax requirements, and administrative details, as we strive to help you create the positive impact you desire.


Increase the impact of your charitable giving.

Once you’ve determined your charitable goals, we’ll help you choose the investment options that will enable you to best maximize your contributions.

  • Donor advised funds are a simple, flexible and tax efficient way to give to your favorite qualified charities 
  • Private foundations ensure your philanthropic legacy lives on and continues to support the organizations and causes you believe in 
  • Charitable trusts are irrevocable and offer options that enable you to support your favorite causes while maintaining an income stream for your loved ones

Discover more  about how we can help optimize your giving.

Our services

Your vision, our expertise

With your goals in mind, your Private Wealth Advisor will design a custom financial plan that brings together the right mix of products and services to fit your needs. Select any of the following links to learn more about our services.

Insurance products are available through our affiliate U.S. Bancorp Investments.

Insights from our experts

3 steps to creating a charitable giving plan

Meaningful giving starts with a purposeful plan.

Your guide to tax deductions on charitable donations

There are many ways to “share the wealth,” but careful planning can make a difference.

Private foundations vs. donor-advised funds

The right choice for you likely depends on what you’re hoping to achieve.

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