Strategic Philanthropy

Personal Finance & Tax Management Services

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Strategic Philanthropy & Administration

At Wellspring, many of our clients believe in sharing the fruits of their financial success. We help them develop a philanthropic plan that addresses their goals and maximizes the financial benefit to them and their charities. We work with their estate counsel to develop a strategic philanthropic plan that addresses their short or long-term goals. Once established, we can also administer the plan to ensure compliance with our clients’ intentions, income and estate tax law, as well as other regulatory requirements.

Wellspring’s strategic philanthropy and administration services include:

  • Assistance with the operation and administration of non-profit entities, private foundations and charitable trusts
  • Incorporation of income tax efficiency into the overall charitable plan
  • Integration of other family members’ charitable intentions into one cohesive family plan