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Your Philanthropic Legacy

Your Philanthropic
Legacy
Chris J. Roe

Chris J. Roe, CPA, Managing Director, relates how charitable intentions can be better coordinated.

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“My client was passionate about a cause, but not completely sold on the way any of the major charities supporting that cause might use a large gift. She was unaware that there are ways to give while still retaining some control—all while potentially retaining an income stream as well.”

Our Advice

Once a preferred charity was identified, we negotiated with that charity on behalf of our client to determine the timing of the gift, amount of the gift, and uses of the gift.

We then worked with the client to structure the gift in a way that allowed the client to retain an income stream during her life, while passing the money at her death to an entity that ultimately controlled the distribution to her charity.

While the gift was significant, the client was comfortable with the eventual gift size and appreciated how we preserved enough wealth to also meet her long-term cash flow and legacy goals.

Team Members Who Can Help

Michael Krol
Robert Wyche
Eric Vogt

Trust and
Estate Planning

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Strategy Development, Structuring and Implementation
Principal and Income Reporting
Annual Gifting Eexecution, Tracking, and Administration
Trustee Assistance Services

Onshore and Offshore Trust Planning
Trust Administration and Reporting
Family Limited Partnership Planning

Expertise for Every Scenario

Business Sale
Strategies
John Waldron

John J. Waldron, CEO and Founder, highlights pre- and post-sale approaches to maximizing the selling of a business.

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Preparing Your Kids
for Wealth
Matthew Helfrich,

Matthew Helfrich, CFP®, President, relates how Waldron helps heirs grow into responsible stewards of their family’s wealth and legacy.

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Compensation
Advice

Robert H. Wyche, Managing Director, shows how we help highly compensated corporate executives and other professionals to make the most of compensation packages.

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Supporting Your
Family Office

Michael Krol, CFP®, CPA, CFO & Chief Service Officer, tells how Waldron efficiently helps family offices provide expanded services for their clients.

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Considering the
Effect of Taxes

Robert H. Wyche, Managing Director, relates the story of a coordinated carryforward strategy.

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Your Philanthropic
Legacy
Chris J. Roe

Chris J. Roe, CPA, Managing Director, relates how charitable intentions can be better coordinated.

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Goal-based
Investing
Benjamin Greenfeld

Benjamin Greenfeld, CFP®, Chief Investment Officer, illustrates the wisdom of an investment model based on needs and objectives.

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Complete Financial
Planning
Kevin Searfoss

Kevin Searfoss, CFP®, CDFA™, Wealth Counselor, puts all the pieces together to show the strength of integrated services.

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#31

Forbes list of
America's Top
Advisors