Our advisors provide stewardship-minded charitable strategies designed to maximize joy, align with your values, and multiply what matters most.
We believe giving is more than writing a check; it is an act of worship. Giving should be a joyful experience, not a complex burden.
Our goal is to help you move from reactive giving to proactive stewardship. By using the right tools, you can often give more than you thought possible, reduce your tax burden, and simplify your records—all while experiencing the deep joy of generosity.
Whether you’re establishing a giving plan, navigating complex assets, or passing on a legacy, our FaithWise Stewardship™ approach helps you give with confidence and clarity — in full alignment with your values and calling.
It requires an insightful and steadfast guide — one who understands that your financial plan is actually a life plan, designed to support your priorities, values, and vision in every season with a wisdom-rooted, faith-fueled approach to every financial decision.
Purposeful Giving, Simplified
A donor-advised fund (DAF) at FaithWise Advisors empowers you to give with clarity, confidence, and impact. It’s a flexible, tax-smart tool designed for those who want to align their generosity with their values — today and for generations to come.
Make gifts of cash, appreciated securities, or other assets to your DAF and receive an immediate charitable tax deduction.
Your fund is invested according to your goals, with any growth compounding tax-free — expanding your capacity for future giving.
Support the causes that matter most by recommending grants to your church or favorite charities, on your timeline.
Enjoy streamlined online access to your fund, grant history, and reporting —making generosity easy to manage.
Let’s simplify your giving and multiply what matters most. Open a FaithWise Donor-Advised Fund and take the next step toward joyful, intentional generosity.
Giving That Sustains Your Legacy
A charitable remainder trust (CRT) with FaithWise Advisors is a strategic way to support the causes you care about — while providing income for you or your loved ones and optimizing your financial plan.
Fund your CRT with cash, securities, real estate, or other assets. Receive a partial charitable tax deduction and structure the trust to provide income for you or your chosen beneficiaries.
Enjoy a steady income stream for a set term or for life, with flexible payout options tailored to your needs.
After the trust’s term ends, the remaining assets are distributed to the charities you designate — amplifying your impact for years to come.
Enjoy a steady income stream for a set term or for life, with flexible payout options tailored to your needs.
Customize your beneficiaries, payout terms, and charitable recipients to fit your retirement, estate, and philanthropic goals.
Combine a CRT with a donor-advised fund for even greater flexibility in your charitable strategy.
A CRT is ideal for those seeking both an immediate charitable deduction and a reliable income stream. At FaithWise Advisors, we guide you through every step — helping you design a charitable trust that reflects your values, maximizes your impact, and supports your financial well-being.
A Lasting Legacy for What Matters Most
An endowment fund with FaithWise Advisors is a powerful way to create permanent, self-sustaining support for the causes you care about. Your gift is invested for the long term, and a portion of the fund’s value is distributed annually — providing ongoing impact for your chosen purpose, year after year.
See your generosity at work today while building a legacy that endures for generations.
Direct your endowment to fund scholarships, support research, provide care, or advance any mission close to your heart.
Name your fund for yourself, your family, or in honor of someone special — it’s your legacy, your way.
Establish your fund with cash, appreciated securities, real estate, or through your estate plan. Give now, later, or both.
Let FaithWise Advisors help you create an endowment fund that transforms lives today and for years to come.
Your Legacy, Thoughtfully Crafted
At FaithWise Advisors, estate planning is more than documents and tax strategies — it’s about designing a legacy that reflects your values, protects your loved ones, and empowers your vision for the future.
We listen first. Every family, business, and charitable goal is unique, so your estate plan should be too.
We help you clarify your intentions, organize your assets, and create a plan that supports your family’s well-being and your philanthropic passions.
Our team identifies opportunities to maximize what you pass on — minimizing taxes and unlocking the potential of assets like real estate, business interests, and investments.
We translate complex legal and financial concepts into clear recommendations, so you can move forward with confidence.
Your privacy is paramount. We work alongside your legal and tax advisors to ensure your plan is comprehensive and secure.
We believe estate planning is about more than wealth — it’s about relationships, stewardship, and peace of mind for you and your family.
Ready to start? Let’s design a legacy that’s uniquely yours.
FaithWise Charitable™ is the charitable services brand of The Fuller Foundation®, a public charity that serves individuals, organizations and the community through donor-advised funds, charitable trusts, endowments, and estate planning advice.
