Your Philanthropic Legacy

“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.

Interested in learning more about your legacy as a business owner? View our additional resources and get a free copy of John Waldron’s “The Entrepreneurial Journey” below.

Team Members Who Can Help

Trust and
Estate Planning

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

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Business Sale
Strategies

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

Preparing Your Kids
for Wealth

Matthew Helfrich,

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

Compensation
Advice

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

Supporting Your
Family Office

Michael Krol, CFP®, CPA, Partner and Head of Wealth Advisory, explains how Waldron efficiently helps family offices provide expanded services for their clients.

Considering the
Effect of Taxes

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

Your Philanthropic
Legacy

Sunny Erdman, Senior Wealth Advisor, relates how charitable intentions can be better coordinated.

Goal-based
Investing

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

Complete Financial
Planning

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