By working collaboratively with advisors like you, we support your clients in creating personalized giving plans that make a positive impact in our community, maximize their tax savings and lighten administrative burdens.
Here are a few telltale signs a client might benefit from our services:
Your clients have funds for other important goals like retirement and education. Why not one for giving? You can help your clients start giving with maximum impact today in three easy steps:
1
We offer five options to fit your client’s giving strategy.
Types of Funds2
Investment pools are designed to help meet your client’s philanthropic goals.
View Investment Strategy3
Nearly any asset can be converted into good — for today, or tomorrow.
We offer opportunities for wealth managers to continue to manage the assets of their clients. This allows donors to retain the relationship with the investment advisor while allowing our staff to do what they do best — administer the charitable side of the fund.
Our Support Fee enables us to provide additional support and continue our work to promote a vibrant community. This work includes fund management, investment oversight, fund holder education, and research into impactful grantmaking.
In five simple steps, your client can begin their charitable journey with WF.
