Donate stocks, bonds, or mutual funds and support your favorite causes while reducing your tax burden.
What to Give
WaterStone makes it simple to donate a wide variety of appreciated assets, including publicly traded securities like stocks, bonds, and mutual funds. These types of gifts allow you to avoid capital gains taxes and receive an immediate charitable deduction, maximizing your giving potential.
Common Stock, Preferred Stock, Growth Stock, Dividend Stock, Blue-Chip Stock, and more.
Government Bonds, Municipal Bonds, Corporate Bonds, High-Yield Bonds, and more.
Equity Funds, Bond Funds,
Index Funds, Balanced Funds,
Sector Funds, and more.
With WaterStone, you can give appreciated assets like stocks, bonds, or mutual funds, unlocking significant tax benefits. By donating before a sale, you avoid capital gains taxes, and your contribution’s full value supports your chosen causes. WaterStone ensures that your gift creates a lasting impact.
As your donated appreciated assets are invested tax-free, their value continues to grow, expanding your ability to give even more over time. This approach allows you to create a legacy of giving that continues to support your favorite causes long into the future.
Once your appreciated assets are donated, you can recommend grants to support charitable organizations close to your heart. With WaterStone, you have the flexibility to decide when and where your gifts are distributed, allowing you to make a meaningful impact at the right time.
Convert appreciated assets into lifetime income while securing significant tax benefits and supporting the causes you care about.
Simplify your charitable giving with a tax-efficient donor-advised fund that allows you to give strategically and grow your impact over time.
Transform Your Appreciated Gifts into a Lasting Legacy
By donating appreciated assets, you avoid capital gains taxes and receive a charitable deduction for the full market value, maximizing the value of your gift.
You can donate a wide range of appreciated assets and recommend grants to charities based on your timing and goals.
The value of your appreciated gift grows tax-free, allowing you to make an even bigger impact over time.
WaterStone works with you to develop a customized charitable strategy, ensuring your appreciated gifts are aligned with both your financial and philanthropic objectives.
Are You a 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.
Download Our Guide to Appreciated Gift Giving
Maximize Your Charitable Impact Today
WaterStone Solutions
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.
Diverse Asset Options to Maximize the Impact of Your 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.
