The Charitable Services Group – dedicated to helping you succeed

Since 1991, the Charitable Services Group at U.S. Bank has provided expert management and administration for public charities and nonprofit organizations to help ensure every dollar counts.

 

Endowment services

  • A dedicated portfolio manager for you
  • Endowment accounting and financial reporting
  • Disbursements and grant-making services

Planned giving

  • Help building your planned giving program
  • Assistance in growing your organization's footprint
  • Management of your back-office functions and compliance, so you can focus on donor relationships

Supporting your organization’s mission

  • Consider how long-term stability of your organization affects its goals.
  • Get the support of a strong partner for guidance in managing key financial needs.
  • Let U.S. Bank Wealth Management help you work toward your objectives.

Do more with charitable services.

Focus your time and energy on the broader goals of your mission by letting us provide you with the services you need to structure, manage and operate your organization.

NEXT STEP

Find an advisor or wealth specialist
Request a call

Disclosures

Start of disclosure content

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.