Family Philanthropy

Our charitable giving professionals at U.S. Bank help individuals and families develop strategies to maximize the impact of their 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.
Learn more about trusts and estates

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 collection and review of grant applications, verification of exempt status, and communication with applicants
  • 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.

Get in touch

Insights from our experts

6 steps to creating a charitable giving plan.

Meaningful giving starts with a purposeful plan.

Learn how

Donor-advised funds: Tax and other benefits

Donor-advised funds are an increasingly popular charitable giving vehicle for Americans. Learn if this route to philanthropy is right for you.

Learn more

The benefits of starting a private family foundation

A private foundation can help unify your family behind service-oriented causes, while developing responsibility and leadership skills that will serve the family for generations.

Learn more

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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.

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