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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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Alerus Wealth Management provides trust products and services through Alerus Financial, N.A. 
Registered Representatives of Alerus Securities may offer investment and insurance products and services through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Alerus Wealth Management and Alerus Securities are trade names of Alerus Financial, N.A. Infinex and Alerus Financial, N.A. are not affiliated. Investment and insurance products and services are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including possible loss of value.


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