Services you can expect

You can be confident when you choose to work with WAF that every detail will be handled. Leaving the details of your finances to us will free up your time for other development projects. Financial management services provided by WAF includes:

Issuance and management of charitable gift annuities.

A charitable gift annuity is intended to benefit the donor, or annuitant, and the charitable entity. WAF will analyze how the annuity can best be issued for both parties. Our goal is to come up with the most beneficial solution for all those involved. Learn more

Development and management of charitable remainder trusts.

A charitable remainder trust may be funded with either highly appreciated assets, allowing for deferment of gains tax, or cash. The number of variables for this irrevocable trust are virtually limitless. That’s where WAF comes in—to advise with gift and tax planning. In addition, we can manage the trust throughout its duration.

WAF provides a wealth of services, including:

• Accounting duties.
• Preparing and filing taxes.
• Assisting in the creation of gift plans.
• Undertaking the distribution of gifts.
• Managing donor files.
• Managing endowments.
• Providing education.
• Assist with investments.

Donor Assistance

We also can assist donors in helping them make gifts to the charities of their choice. While we don’t offer legal advice to donors, we can explain how various gift options may be beneficial. The foundation does not draft instruments which provide a gift to itself.