Ascent insightsStrategic philanthropy

How women in philanthropy are making an impact

As women’s financial power continues to grow, so does their influence in the causes they care about.

Family philanthropy: Year-end giving strategies.

Family philanthropy: Year-end giving strategies

Holidays and year-end gatherings are ideal times to discuss your family’s strategic philanthropic plan and the philanthropy you’re involved in. Doing so can help you find joy in giving back to your community and renew shared values across generations.

Maximize your giving with donor-advised funds, qualified charitable distributions and gifts of stock.

Strategies to maximize your charitable giving

Donor-advised funds, qualified charitable distributions and gifts of appreciated stocks offer prime opportunities to enhance your giving and potentially take advantage of greater tax savings.

3 reasons a family foundation fails.

3 reasons a family foundation fails

You may have the best of intentions when launching a family foundation, but that’s often not enough to avoid a failure. With proper planning, you can avoid three critical missteps that many foundations make.

How private foundations can unify intergenerational families.

Benefits of setting up a private family foundation

A private family foundation can help families more effectively transfer intergenerational wealth to the next generations.

How to become a philanthropist.

How to become a philanthropist

Progressing from a “checkbook” donor to a philanthropist can be one of the most rewarding privileges of wealth.

Start of disclosure content
Disclosures

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

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 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.

Family Office Services are not fiduciary in nature and Ascent serves in a non-fiduciary role when providing these services. Family Office Services may include leadership and legacy consulting services in order to facilitate your self-assessment of family office services issues. Ascent does not engage in the practice of psychology.