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The CharitableCapitalSM Design Center LLC

 

Creating a Higher Level of Planned Giving
          . . . Academic Principles that Work for You.

 

At WaterStone, we're constantly seeking new ways to help people think differently about their giving...

The Partnership for Philanthropic Planning is a 501(c)(3) public charity whose mission is to help people and organizations create charitable giving experiences that are the most meaningful in achieving both charitable mission and the philanthropic, financial, family and personal goals of the donor.

 

Community Foundation Locator

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   Professional Charitable Remainder Trust Services

   

     Are you the trustee of a Crummey trust?
     Do concerns over potential tax liabilities
     keep you awake at night? Should they?

With over 1000 retirement plans, supporting over 30,000 employees and over a billion dollars is asset, the Finway Group is now one the largest TPA’s in the mid-west.

The Finway Group launched an initiative to help the retirement plan industry do a better job in building, designing, explaining and supporting “Open Architect” 401(k) plans.