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.
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
Strategic philanthropy: 3 steps to creating a giving plan
Meaningful giving aligns your wealth planning with your values.
Guide to tax deductions on charitable donations
Learn about ways to give and the available deduction limits for charitable gifts.
Private foundations vs. donor-advised funds
The right choice for you likely depends on what you’re hoping to achieve.
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