Give with Purpose.
Give with Impact.
Your wealth has given you the amazing opportunity to give. We help make sure your hard work allows you to give smarter, give strategically, and give in a way that honors what you believe in.
Giving that Goes Beyond Money
Giving is deeply personal. The strategy behind it shouldn’t be an afterthought.
Your Legacy
Some clients come to us knowing exactly what they want to leave and how they wish to be remembered. Others are still discovering what is most important to them.Either way, we help you build a giving strategy that endures, reflects your values, involves the people or causes you love, and creates impact long after you’re gone.
Your Community
Whether it’s the neighborhood where you built your business, the institution that shaped your career, or the cause you’ve quietly supported for years, we help you champion what matters to you in a way that’s thoughtful, efficient, and lasting. As a Certified B-Corp, we understand the importance of community.
Your Family
For many families, shared giving is one of the most powerful ways to pass on values. We help families create philanthropic frameworks that bring generations to the table, define a shared mission, and give the next generation a meaningful role in how your family’s wealth impacts the world.
Your Moment
A business exit. A major liquidity event. An inheritance. The sale of a long-held asset. These moments often create an opportunity to give and an urgency to share one’s good fortune. We help you act decisively and strategically when the timing matters most, to help maximize the positive effects of your generosity.
What Charitable Giving Looks Like at Wescott
Strategic Giving Planning
- Philanthropic goal-setting and values clarification
- Charitable giving integrated with your overall financial plan
- Year-round giving strategy (not just year-end decisions)
- Timing gifts around income events, liquidity, and life transitions
- Coordination with your estate and tax plans
Giving Vehicle Selection & Management
- Donor-advised fund (DAF) setup and strategy
- Private foundation planning and administration guidance
- Charitable remainder trusts (CRTs) and charitable lead trusts (CLTs)
- Qualified charitable distributions (QCDs) from IRAs
- Bargain sales and gift annuity strategies
Tax-Smart Giving
- Contributions of appreciated securities, real estate, and alternative assets
- Bunching strategies to maximize deduction value
- Income offset strategies using charitable vehicles
- Business interest and pre-liquidity gift planning
- Estate and gift tax reduction through charitable transfers
Family & Legacy Philanthropy
- Defining and documenting your family’s philanthropic mission
- Next-generation engagement in giving decisions
- Multi-generational foundation and DAF governance
- Connecting giving to your broader Life-Minded Wealth® plan
See Our Approach in Action
A CEO and active philanthropist wanted his wealth to keep reaching the causes and family he loved, even as his estate grew more complex. Here’s how we helped him give generously, intentionally, and across generations.
Giving Is About More than Money
When you make a charitable gift, it is an expression of your beliefs and what kind of world you wish to leave behind. Our Life-Minded Wealth® approach helps to ensure your giving strategy is intentional, and a reflection of what matters most to you.
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Start Giving Smarter
From your first major gift to a multigenerational philanthropic legacy, we’ll help you give with purpose, efficiency, and lasting impact.
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