The Center for Family Philanthropy

The Center for Family Philanthropy at U.S. Bank helps individuals and families develop strategies to maximize the impact of their charitable giving. We can help you realize your philanthropic goals by crafting a charitable giving approach that supports the causes and organizations that are most important to you.

Align your values with your giving.

Understand how your gifts can make a difference.

Plan and create meaningful philanthropic programs.

Create a lasting impact for your family and community.

Increase the impact of your charitable giving

Charitable trusts

Provide support for specific charities by setting up an irrevocable trust in one of two ways

  • Charitable Remainder Trust – Retain an income stream for your family while donating to your favorite cause.
  • Charitable Lead Trust – Make ongoing donations to charity, while reducing gift and estate taxes for beneficiaries when they receive the remainder after a set period.

Donor-advised fund

An easy and tax-efficient way to make a charitable impact

  • Tax-deductible deposits in the year contributions are made
  • Flexibility to make grants immediately or schedule well into the future
  • Initial deposit as little as $5,000 to get started

Private foundations

Build your legacy of support to stand the test of time with these services:

  • Lasting giving strategies to support the causes and organizations important to you
  • Grant administration including due diligence on applicants, grant award processing, state filing and tax reporting
  • Asset management for a diversified portfolio

Ready to start giving?

Whether you're just starting to craft your philanthropic vision or need help with more complex giving strategies, we have the expertise and experience to help you.

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.

How do private foundations and donor advised funds compare?

Determining which of these powerful giving vehicles to use depends on what you’d like to achieve.

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Disclosures

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Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

U.S. Wealth Management – U.S. Bank is a marketing logo for U.S. Bank.

U.S. Bank and its representatives do not provide tax or legal advice. Your 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 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.

U.S. Bank does not offer insurance products but may refer you to an affiliated or third party insurance provider.

The Philanthropic Services Group encompasses both our Center for Family Philanthropy as well as our Charitable Services Group.