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
3 steps to creating a charitable giving plan
Meaningful giving starts with a purposeful plan.
6 strategies for maximizing your charitable tax deductions
Charitable donations are often talked about in tandem with tax breaks. But the reason people donate is often lost in the discussion.
Private foundations vs. donor-advised funds
The right choice for you likely depends on what you’re hoping to achieve.
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