Turn cash and unique assets like agricultural commodities into tax-efficient charitable gifts.
What to Give
WaterStone accepts cash, liquid assets, and a variety of non-traditional gifts, including grain, agricultural commodities, and other unique assets. WaterStone provides expert guidance to minimize your taxes and maximize the impact of these gifts, making it easy for you to support the causes that matter most.
Stocks, bonds, mutual funds, and more.
Stocks, bonds, mutual funds, and more.
This includes LLCs, C-Corps, S-Corps, limited partnerships and more.
With WaterStone, you can give cash or unique assets, such as grain or other agricultural commodities. We help you turn these non-traditional assets into meaningful support for your chosen causes while potentially reducing your tax burden.
As WaterStone holds and invests cash or liquid assets, or manages the distribution from non-traditional gifts, your contribution grows tax-free, expanding your impact. This allows you to create a lasting legacy of support for the causes that matter most to you.
Once donated, these assets can be distributed to the charitable organizations you care about. You’ll have the flexibility to recommend grants from your cash donations or income generated by non-traditional gifts, ensuring your giving aligns with both your philanthropic and financial goals.
Provide income for life while supporting causes you care about with tax benefits.
Provide income for life while supporting causes you care about with tax benefits.
Transform Your Cash & Marketable Securities into a Lasting Legacy
Cash donations are eligible for immediate charitable deductions, and non-traditional gifts such as agricultural commodities can avoid capital gains taxes, maximizing the value of your contribution.
You can donate a range of assets, from cash to non-traditional commodities, and distribute them over time or in a lump sum, based on your charitable goals.
WaterStone ensures that cash gifts grow through strategic investment, and non-traditional assets are distributed effectively, allowing you to support the causes you care about long-term.
Whether you are contributing cash or other assets, WaterStone works with you to create a customized charitable giving plan.
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 Cash & Marketable Securities
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.
