STRATEGIES TO FIT YOUR CLIENT’S PHILANTHROPY

By working collaboratively with advisors like you, we support your clients in creating personalized giving plans that make a positive impact in our community, maximize their tax savings and lighten administrative burdens.

When to team up with us

Here are a few telltale signs a client might benefit from our services:

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Sale of a Business

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Preserving an Estate

Planned Giving
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Highly Appreciated Stock

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An Alternative to a Private Foundation

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Grantmaking for impact

View our Work
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Distribution of Substantial IRA/401K Assets

GIVING VEHICLES TO MAKE IMPACT HAPPEN

Your clients have funds for other important goals like retirement and education. Why not one for giving? You can help your clients start giving with maximum impact today in three easy steps:

1

Help your clients pick the right fund

We offer five options to fit your client’s giving strategy.

Types of Funds

2

Choose how to invest your client’s gift

Investment pools are designed to help meet your client’s philanthropic goals.

View Investment Strategy

3

Choose what to give and when

Nearly any asset can be converted into good — for today, or tomorrow.
 

Types of Gifts

ADDITIONAL INFORMATION

Advisor-Managed Funds

We offer opportunities for wealth managers to continue to manage the assets of their clients. This allows donors to retain the relationship with the investment advisor while allowing our staff to do what they do best — administer the charitable side of the fund.

  • Fund minimum of $250,000 to $500,000; specific total dependent on long-term plan

Support Fee

Our Support Fee enables us to provide additional support and continue our work to promote a vibrant community. This work includes fund management, investment oversight, fund holder education, and research into impactful grantmaking.

Download Support Fee Document

Ready to open a fund?

In five simple steps, your client can begin their charitable journey with WF.

Meghan Doyle

Meghan Doyle

Director of Philanthropy

Email Meghan 316.264.4880
Start a Fund

Build the future with us

Let’s address community needs and make Wichita a better place, together.

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