Generosity with greater purpose
Charitable giving can be one of the most meaningful expressions of wealth. With the right structure, it can also support tax efficiency, legacy planning and long-term family impact.
WPG helps individuals and families move beyond one-time gifts by connecting philanthropy to the broader financial plan – so each decision reflects both personal values and financial priorities.
Strategies we evaluate
- Donor-advised funds
- Appreciated securities
- Qualified charitable distributions
- Charitable trusts and foundations
“The most effective giving strategy begins with what you want your generosity to accomplish.”
A more intentional approach to giving
Clarify the Impact
We begin with the causes, people and outcomes that matter most to you and your family.
Structure the Gift
We evaluate assets, timing and charitable vehicles to help increase impact and improve tax efficiency.
Build a Lasting Legacy
Giving can be coordinated across generations to create shared purpose and a meaningful family tradition.
Planning strategies we help coordinate
The right charitable strategy depends on your goals, assets, tax situation and time horizon. We work with your tax and legal professionals to evaluate approaches that fit the larger plan.
- Donor-advised funds for flexible, tax-efficient giving
- Gifts of appreciated stock or other assets
- Qualified charitable distributions from IRAs
- Charitable remainder and charitable lead trusts
- Private foundation considerations
- Bunching and timing of contributions
Who this planning may serve
Charitable planning can be especially valuable for families with highly appreciated assets, retirees managing required distributions, business owners approaching a liquidity event and families seeking to establish a multi-generational philanthropic legacy.
WPG does not provide legal or tax advice. Charitable strategies should be reviewed with qualified legal and tax professionals. Advisory services offered through WPG Advisers, LLC.
Make your generosity more meaningful
Start a conversation about how charitable giving can support the causes you care about while fitting naturally into your broader wealth plan.