Philanthropy allows you to establish a legacy of cultural investment for future generations to inherit by channeling substantial tax deductions into meaningful causes of interest.
W&Co can assist in creating a lasting philanthropic plan to ensure that your charitable contributions are applied to their greatest possible effect. Charitable planning is a multifaceted process involving the coordination of diverse parties, shifting tax regulations, resource evaluation and generational financial planning. Our team and partners can streamline and facilitate the entire operation while never losing sight of your original intent.
We can help you to evaluate your resources and identify the best possible vehicle for giving. Whether donating cash or non-cash assets (such as appreciated securities, artwork, or real estate) both in the U.S. and globally, our well versed team will be on hand to explain the benefits, limitations and required procedures. We can oversee the careful management of Charitable Remainder and Charitable Lead Trusts, and help with legacy building through the use of discretionary funds that encourage continued giving by future generations.
- Not-for-profit organizations (990)
- Private Foundations (990-PF)
- Charitable Remainder Trusts
- Grantor Remainder Trusts
- Donor Advised Funds