Since 1980, WaterStone has guided donors and advisors through $3B+ in contributions including real estate, business interests, and more, while simplifying giving, minimizing taxes, and maximizing Kingdom impact.
Work with our team to transform charitable assets—real estate, business interests, and appreciated securities—into impactful, tax-efficient gifts.
Maximize your giving through WaterStone. As your assets grow tax-free, our tailored strategies ensure they’re managed for long-term impact.
Our team helps you grant to the causes that matter most, building a legacy of Kingdom impact.
See how we work to build the Kingdom with our clients and partners.
“Through WaterStone, I was able to structure the purchase of a faith-driven business in a way that aligned my work with my mission. Their approach to donor-advised funds helped turn an investment into a tool for Jesus Christ, creating jobs and funding ministries in underserved communities.”
Ricky Caplin
Founder and Chairman of Caplin Ventures
Saul A. Fox
Chief Executive at Fox Paine
Flexible Asset Options for Strategic Charitable Giving
Turn real estate into tax-efficient charitable contributions for greater impact.
Donate business ownership to reduce taxes and support your favorite causes.
Optimize cash and securities for tax-efficient charitable giving.
Tailored Strategies to Maximize the Impact of Charitable Contributions
Provide income for life while supporting causes you care about with tax benefits.
A flexible, tax-efficient way to give now and support your favorite charities over time.
A way for churches and nonprofits to manage contributions and support their mission.
We believe that generosity is the greatest act of worship.
Through generosity, we give back to God what He has given to us, and show love to our brothers and sisters in the process. For over 40 years, we have been blessed to see lives changed, hearts turned to the Lord, and The Spirit guide people to lead lives of significance – all through the grace of giving.
WaterStone is here to guide you through innovative giving solutions that will help you minimize taxes and multiply the impact of giving. We hope you will be our partner in the many life-changing stories that we have been blessed to be a part of since our founding.
Ken Harrison, CEO
Join the growing number of donors making a tangible impact through
effective financial stewardship.
Assets Under Advisement
Complex Assets Contributions
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Charities Supported
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“Donating our property to LBC was an incredibly rewarding experience. The process was smooth, and it brought us peace knowing our gift is being used to advance God’s work. We’re grateful to partner with a WaterStone who share our values and makes a real difference.”
Anonymous
Stock Donor
“Donating our property to LBC was an incredibly rewarding experience. The process was smooth, and it brought us peace knowing our gift is being used to advance God’s work. We’re grateful to partner with a WaterStone who share our values and makes a real difference.”
Barbara Smith
Financial Advisor
“Donating our property to LBC was an incredibly rewarding experience. The process was smooth, and it brought us peace knowing our gift is being used to advance God’s work. We’re grateful to partner with a WaterStone who share our values and makes a real difference.”
Ted Daniels
Real Estate Donor
“Donating our property to LBC was an incredibly rewarding experience. The process was smooth, and it brought us peace knowing our gift is being used to advance God’s work. We’re grateful to partner with a WaterStone who share our values and makes a real difference.”
Anonymous
Financial Advisor
At WaterStone, we know your expertise is the key to unlocking your clients’ charitable potential. Our process makes it simple for you to lead the way. While we handle the complexities—from strategy to implementation—you stay in control of their investments. Together, we help your clients achieve their financial and charitable dreams, making you the trusted guide they rely on.
