You have worked hard and smart, saving your well-earned income to care for your family while supporting charities and ministries that are close to your heart — locally, nationally, and globally.
You expect a team who is as agile, innovative, and strategic as you have been with your family, business and finances. At WaterStone, we build deep, long-term relationships. Our team is small, efficient, and centrally organized in Colorado Springs. We handle all consulting engagements and transactions end-to-end, ensuring you get the best support possible.
You worked hard to create your wealth, now it’s time to plan and execute effective, tax efficient, charitable giving strategies. WaterStone offers a variety of solutions targeted specifically to your needs.
You’ve accrued your material blessings through wise management and thoughtful moves. Now that you have much to work with, philanthropy is a critical tool in your financial stewardship arsenal. A WaterStone Giving Fund provides opportunities for you to create Kingdom impact with great flexibility:
A Charitable Pooled Trust is an incredible tool for those who have been blessed with much. It allows you to provide lifetime income for your family while maximizing Kingdom impact and saving taxes. No income generating charitable opportunity comes close to the tax deduction offered by WaterStone’s new Charitable Pooled Trust.