Private Wealth Management Financial planning for philanthropists and charitable givers
Thoughtful planning can optimize the impact of your charitable giving strategy – and we’re here to help.
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.
SPECIALIZED WEALTH STRATEGIES
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.
PHILANTHROPIC-GIVING STRATEGIES
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
Your Private Wealth Management team will help design a custom wealth plan that brings together the right mix of products and services to fit your needs today without compromising your plans for the future. By analyzing your full financial picture—including legacy planning, investments, and banking—your advisor will help identify potential opportunities and manage risks effectively.
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Disclosures
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval.