What We Do
Charitable Planning
Your philanthropic contributions reflect your passions, your values, and your commitment to making a difference. With Walled Lake’s charitable planning team on your side, you can maximize the value of your donation and make sure every dollar possible goes toward a worthy cause. We’ll help you create a giving strategy that reduces tax impacts for you and the organizations you support while aligning your charitable plan with your broader financial goals.
If you find yourself asking:
- What is the most tax-advantageous way to give to causes you care about?
- Should you gift appreciated stock with a Donor Advised Fund, open a Foundation, or use Qualified Charitable Distributions (QCDs)?
- Have you considered including charitable causes in your estate plan?
Together, we can find the answers.
Resources
Donor Advised Funds
Discover how Donor-Advised Funds can enhance your giving and maximize your tax benefits.
Qualified Charitable Distributions
Explore the benefits of Qualified Charitable Distributions for tax-efficient charitable contributions.
GuideStar - 501(c)(3) Organizations
Find nonprofit descriptions and transparency information to aid your charitable planning with GuideStar.
