Investing

A Guide to Charitable Giving Strategies

The state of public health and the economy over the past year and a half led large numbers of people to turn to charities for help. These same forces created both challenges and opportunities for business owners and high net worth families, many of whom have reevaluated what they want their legacy to be.

For those who are initiating or expanding their support for charitable causes in a significant way or substantially increasing their level of impact, charitable giving can be more complex than just writing a check. Consider:



Over many years of helping families manage their financial wellness and supporting business owners with their work and personal finances, Alerus has become a trusted advisor for charitable giving. We can help you explore this deeply personal and emotional topic and offer ways to help you build your legacy in a way that maximizes impact on the world and offers benefits to your family, now and in the future. Talk to your Alerus advisor today to get started.