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Charitable Giving

Did you know it’s possible to give away some of your wealth now and end up with more later?

Many WMA clients are charitably-minded. As part of the WMA strategy, we help clients through a process of identifying what amount of income is enough, how much they want to leave to their families, and how much to leave to charity.

There is an age-old principle of ‘give, and you shall receive,’ and there are many benefits to giving: stress reduction, life satisfaction, and increased overall happiness.

Knowing you’ve helped someone in need can be one of the greatest of life’s rewards. But did you know charitable giving now can actually increase the value of the legacy you leave to your family later?

The tools we use to help you plan your legacy encourage giving to charity for immediate and long-term benefits, both for you and for the charity of your choice.

We will work with your interests and priorities to determine the best course of action. Whether it is donating to a local church, a university, or an international organization, we will help you plan your legacy.

Let us show you how.


I have found that among its other benefits, giving liberates the soul of the giver.

Civil Rights Activist