Work with WaterStone to create a custom charitable plan for your church or nonprofit, allowing donors to easily contribute a variety of assets toward your mission.
A Charity Advised Fund through WaterStone is a custom solution for churches and nonprofit organizations to receive and manage charitable gifts. This solution simplifies the process of collecting and distributing contributions, ensuring that your organization can focus on its mission while WaterStone handles the administrative work. The fund provides flexibility in managing a variety of assets while creating long-term impact for your organization’s goals.
How it Works
With a Charity Advised Fund, your organization can efficiently receive and manage contributions of marketable securities, appreciated assets, real estate, or other gifts. WaterStone helps manage the pool of funds set aside for specific purposes, providing ongoing support to ensure that your organization’s charitable goals are met.
Donors can contribute marketable securities, appreciated assets, or other gifts to your organization’s Charity Advised Fund, simplifying the process for both the donor and the organization.
Contributions to your Charity Advised Fund grow tax-free, expanding the impact of every donation and ensuring that your organization can continue to fulfill its mission for years to come.
Your organization can distribute funds as needed to support its mission, providing grants for ongoing projects or future goals. The flexibility of the fund allows you to recommend grants on your timeline.
Designed specifically for churches and nonprofits to manage and grow charitable contributions.
Receive a wide range of assets and distribute grants according to your organization’s needs and timeline.
WaterStone manages the administrative process, allowing your organization to focus on its mission.
Contributions grow tax-free, maximizing the impact of every donation.
Get personalized charitable solutions based on your needs.
Pricing Schedule
(assessed quarterly on daily asset balances)
Asset Amount
First $1M
Next $2M
Next $2M
Above $5M
Minimum
1.00%
0.80%
0.50%
Negotiable
$395
(one time / incoming fee)
- Real Estate, Privately Held Business Interests, Oil & Gas, etc.
- Excludes publicly traded securities & life insurance
- One-time contribution based on the appraised value
- Contribution in addition to the annual administration
- Collected at liquidation of the asset
WaterStone Pooled Investment Fund –
Minimum Balance $25,000
Recommend your investment advisor –
Minimum Balance $200,000
Special handling Cost plus $25
Credit Card contribution 3.00%
E-Check contribution 0.75%
Charitable grant to non-qualified organizations $100
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.
Resources
What’s the difference between a Giving Fund and a Private Foundation?
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
