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Make a lasting impact through charitable giving.

Philanthropic Giving

Philanthropic giving is a joyous experience, one that allows you to make a real difference in people's lives. If you are like many donors, however, you may be unsure how to give effectively and make the kind of lasting impact you hope to make. At Alerus Wealth Management we help donors with every facet of charitable giving, from deciding what to give to managing expectations - your own and others.

Setting goals for your philanthropy will help answer this question. Your Alerus team can guide you in creating goals and deciding how to accomplish them.

From basic to complex, there are many ways to give to your desired organization. Cash gifts, bequests, charitable trusts, and donor advised funds are appropriate for specific donors in specific situations.

Needs are everywhere - internationally, nationally, regionally, and locally - and all can be justifiably funded. The key to effective giving is understanding what you want to accomplish and where your resources are best used.

Create a Philanthropic Giving Strategy

To learn more about philanthropic giving and how it can be part of your overall wealth strategy, reach out to an Alerus Wealth Management advisor today.

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888.409.5375

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The content available on this site is provided for informational purposes only, is not intended as an offer or solicitation for the purchase or sale of any financial instruments and should not be relied upon as an investment recommendation. Alerus Financial, N.A. and its affiliate subsidiary company make no representations or warranties as to the accuracy, completeness or timeliness of the information. The information is not intended to provide legal or tax advice. Individuals should consult a qualified legal or tax advisor for advice specific to their circumstances.

Alerus Wealth Management provides products and services through Alerus Financial, N.A. and its affiliate subsidiary company Alerus Securities Corporation, a broker dealer, member FINRA and SIPC. Trust services are offered through Alerus Financial, N.A. Registered representatives may offer securities through Alerus Securities Corporation.

Investment products: 1) Not FDIC insured 2) Not guaranteed by bank 3) May lose value.


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