Partner with WaterStone to offer your clients sophisticated, tax-efficient charitable giving strategies that align with their financial goals.
- Expert Guidance
You don’t have to be an expert in charitable giving. WaterStone’s team of charitable strategists works with you to create custom illustrations and strategies that maximize the value of your clients’ gifts while simplifying the process. We handle the administrative complexities so you can focus on managing your clients’ portfolios.
- Tailored Charitable Solutions
- Client Retention
When your clients partner with WaterStone, they don’t have to sacrifice your relationship. You continue to manage their investments through the giving strategies we offer, allowing you to strengthen your relationship while helping them achieve their charitable goals.
- Tax Efficiency
WaterStone’s solutions help your clients avoid capital gains taxes, receive immediate charitable deductions, and continue to grow their assets tax-free. Whether they donate appreciated securities or real estate, our strategies ensure that their financial goals are met alongside their charitable desires.
Charitable Assets
Flexible Asset Options for Strategic Charitable Giving
WaterStone helps your clients donate residential, commercial, and agricultural properties before a sale, allowing them to eliminate capital gains taxes and create a lasting charitable legacy.
Donate business ownership to reduce taxes and support your client’s favorite causes.
Whether selling a business or continuing its operation, WaterStone helps your clients donate business interests in LLCs, S-Corps, Partnerships, or C-Corps, ensuring maximum tax benefits while supporting the causes they care about.
WaterStone makes it easy for your clients to donate liquid assets and appreciated securities—such as stocks, bonds, and mutual funds—helping them reduce tax liability and maximize charitable contributions.
From grain and agricultural commodities to oil, gas interests, and royalties, WaterStone accepts a wide range of non-traditional assets, helping your clients leverage tax benefits while supporting the causes they care about.
Giving Strategies
Custom Giving Strategies to Amplify Impact
WaterStone’s Charitable Remainder and Pooled Trusts offer your clients lifetime income while significantly reducing capital gains taxes. These powerful strategies help clients align estate planning with their charitable goals.
A flexible, tax-efficient way to give now and support your favorite charities over time.
A way for churches and nonprofits to efficiently manage pools of money set aside for a specific purpose.
Partner with WaterStone Today
Help your clients achieve their charitable and financial goals with WaterStone’s tailored strategies. Our team will guide you through the process, offering expert support every step of the way.
