HOW WATERSTONE SERVES · TREAT GIVING LIKE A BUSINESS. WaterStone helps givers by applying standard...
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HOW WATERSTONE SERVES SERVING GIVERS AT THE INTERSECTION OF FAITH AND FINANCE
Transcript of HOW WATERSTONE SERVES · TREAT GIVING LIKE A BUSINESS. WaterStone helps givers by applying standard...
HOW WATERSTONE SERVESSERVING GIVERS AT THE INTERSECTION OF FAITH AND FINANCE
DESIGNINGINNOVATIVE GIVING SOLUTIONS
MULTIPLYINGTHE IMPACT OF GIVING
MINIMIZINGTAXES
HEIGHTENINGTHE JOY OF GENEROSITY
WATERSTONE
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GIVE
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ADVA
NTA
GES IDENTIFY FUNDING OPTIONSCash, securities, real estate, business interests, oil & gas or agricultural commodities
IMMEDIATE TAX DEDUCTIONWhen you give through appreciated assets you receive an immediate income tax
deduction based on the fair market value of the asset.
ORGANIZE YOUR GIVING AROUND A PURPOSECreate a purpose for your giving vehicle to ensure grants are given to causes you care about
UTILIZE APPRECIATED ASSETS FOR GIVINGCapital gains taxes are optional
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GROWAD
VANTA
GES INVESTMENT OF ASSETSWatch your Giving Fund grow through investment management of the assets
RECOMMEND AN ADVISORFor qualified accounts, recommend your personal advisor to manage the Giving
Fund
IMPACT INVESTMENTSConsider adding Alternative and Impact Investments
CHOOSE A POOLChoose an investment pool that matches your investment philosophy
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GRANTAD
VANTA
GES RECOMMEND GRANTS ON YOUR TIMELINEGrants can be requested online 24/7 or by phone
SINGLE SOURCE FOR ALL TRANSACTIONS
GIVE ANONYMOUSLYTo retain full privacy, if desired
NO ANNUAL DISTRIBUTION REQUIREMENTS OR DEADLINES
BECOME TAX-SAVVY.Givers and their advisors can
count on WaterStone for cutting-edge tax-advantaged giving
strategies.
TAP INTO COMPLEX ASSETS.By gifting out of non-cash assets, givers can multiply their giving
impact, minimize taxes, and heighten the joy of generosity.
TREAT GIVING LIKE A BUSINESS.WaterStone helps givers by applying
standard business practices like planning, counsel, due diligence and
accountability.
GET SMART.By incorporating WaterStone’s expertise in innovative giving
solutions, givers enjoy significant economic benefits and can share
more with their preferred charities.
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EMPOWER
THROUGH
INTENTIONAL GIVING
INTELLIGENT GIVING
THE UNSEEN OPPORTUNITYThe bulk of your wealth is likely comprised of
complex assets.
Through WaterStone, families can multiply their giving impact by transforming complex assets into living water.
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CASH & MARKETABLE SECURITIES
44%
WaterStone 10807 New Allegiance DriveSuite 240Colorado Springs, CO 80921
www.waterstone.org
P: 719-447-4620F: 719-447-4700 [email protected]
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$950MCONTRIBUTIONS GRANTS
$600M
CONTACT US
OVER 5,000 CHARITIES SUPPORTED
I N A S S E T S U N D E R A D V I S E M E N TN E A R L Y $500M
AVERAGING IN GRANTS WEEKLY$1M
1980SINCE
U P 4 2 % O V E R L A S T Y E A R
OVER $500M COMPLEX ASSETS
CONTRIBUTIONS
BEHIND EVERY NUMBER IS A STORY
