Transform your business ownership into a charitable gift, reducing taxes and creating a lasting impact.
What to Give
WaterStone accepts various types of business interests, allowing you to turn your business ownership into charitable impact. By donating these assets before a sale or while the business continues to operate, you can maximize your tax benefits and contribute to causes you care about.
Securities
Stocks, bonds, mutual funds,and more.
Closely-Held Businesses
This includes LLCs, C-Corps, S-Corps, limited partnerships, and more.
With WaterStone, you can give a portion of your business interest before a sale, unlocking significant tax benefits like a charitable deduction and the opportunity to eliminate capital gains taxes. You can also give a portion of your business as it continues to operate, allowing you to support charitable causes without needing an immediate sale. Whether or not the business is sold, your gift becomes a powerful tool for generosity, benefiting the causes closest to your heart.
Whether your business is sold or continues to operate, you can recommend grants to charitable organizations from the donated business interest. If your business remains active, WaterStone can receive distributions or profits from the business, allowing you to support the causes you care about without needing to sell the entire business. This flexibility ensures that your giving aligns with both your philanthropic and business goals.
As your charitable assets grow tax-free within WaterStone’s platform, your initial gift continues to make an even bigger difference. By turning your business into a charitable resource, you not only create immediate benefits but also a long-term legacy that supports the future of your chosen causes.
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 Business Interest into a Lasting Legacy
Donating business interests before a sale can eliminate or reduce capital gains taxes, providing immediate tax deductions based on the full market value of the interest.
You can donate a partial interest in your business, and it doesn’t require an immediate sale. This allows for strategic long-term planning and flexibility in how you structure your charitable contributions.
If the business continues to operate, WaterStone can receive distributions or profits, allowing you to support charities while retaining control over your business operations.
You maintain the ability to recommend grants to your chosen charities at your discretion, either immediately or over time, adapting to your charitable and financial goals.
This offering allows you to turn your business success into a lasting charitable legacy that supports causes you care about for years to come.
Your donated assets grow tax-free within WaterStone, maximizing the impact of your contribution and enabling you to give more overtime.
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.
Gifts of Business Interest
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.
Optimize cash and securities for tax-efficient charitable giving.
