Strategic Philanthropy and Administration

We work with estate counsel to develop a strategic philanthropic plan that addresses the short or long-term goals.

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 estate counsel to develop a strategic philanthropic plan that addresses the short or long-term goals. Once established, we can also administer the plan to ensure compliance with our clients’ intentions, income and estate tax laws, 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
Evaluation of alternative giving vehicles to achieve client goals at the lowest adminitrative costs
Incorporation of income tax efficiency into the overall charitable plan
Integration of other family members’ charitable intentions into one cohesive family plan