Reference Sheets – WaterStone

REFERENCE SHEETS

Charitable Pooled Trust (CPT)

Prioritize income, minimize taxes, and optimize giving with a WaterStone Charitable Pooled Trust.

Charitable Remainder Trust (CRT)

Charitable Remainder Trust is a WaterStone giving strategy that allows you to give AND receive.

Giving Fund

Learn how to maximize your giving with a WaterStone Giving Fund.

Asset Representation Chart

The bulk of your portfolio may be comprised of complex, non-cash assets

Giving Fund vs Private Foundation

Understand the key differences and similarities of Giving Funds and Private Foundations.

Guide to Giving

Being connected with the right type of giving solution provides you with the