FaithWise Charitable

Give with clarity. Grow with impact.

With the right charitable advisor by your side, you can give more generously and impactfully than you ever imagined. Our advisors provide stewardship-minded giving strategies and tools designed to maximize joy, align with your values, and multiply what matters most.

Generosity as an act of worship.

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.

Solutions & Services

Accessible Tools for Every Steward.

Charitable planning 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 act of generosity.

FaithWise Donor-Advised Fund

Purposeful Giving, Simplified

A donor-advised fund (DAF) at FaithWise Charitable empowers you to give with clarity, confidence, and impact. It’s a flexible, tax-smart giving tool designed for those who want to align their generosity with their values — today and for generations to come.

Contribute:

Make gifts of cash, appreciated securities, or other assets to your DAF and receive an immediate charitable tax deduction.

Grow:

Your fund is invested according to your goals, with any growth compounding tax-free — expanding your capacity for future giving.

Recommend:

Support the causes that matter most by recommending grants to your church or favorite charities, on your timeline.

Track:

Enjoy streamlined online access to your fund, grant history, and reporting —making generosity easy to manage.

Why Choose a FaithWise DAF?

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.

Charitable Trusts

Giving That Sustains Your Legacy

A charitable trust with FaithWise Charitable 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.

Create Your Trust:

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.

Receive Income:

Enjoy a steady income stream for a set term or for life, with flexible payout options tailored to your needs.

Support Your Charities:

After the trust’s term ends, the remaining assets are distributed to the charities you designate — amplifying your impact for years to come.

Why Choose a CRT with FaithWise Advisors?

Tax efficiency:

Enjoy a steady income stream for a set term or for life, with flexible payout options tailored to your needs.

Flexibility:

Customize your beneficiaries, payout terms, and charitable recipients to fit your retirement, estate, and philanthropic goals.

Strategic giving:

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.

Endowment Funds

A Lasting Legacy for What Matters Most

An endowment fund with FaithWise Charitable 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 to provide ongoing impact for your chosen purpose, year after year.

Immediate & Lasting Impact:

See your generosity at work today while building a legacy that endures for generations.

Flexible Giving:

Direct your endowment to fund scholarships, support research, provide care, or advance any mission close to your heart.

Personalized Recognition:

Name your fund for yourself, your family, or in honor of someone special — it’s your legacy, your way.

Tax-Efficient Options:

Establish your fund with cash, appreciated securities, real estate, or through your estate plan. Give now, later, or both.

Why Choose an Endowment Fund with FaithWise Advisors?

Let FaithWise Advisors help you create an endowment fund that transforms lives today and for years to come.

FaithWise Charitable™ is the charitable services business name of The Fuller Foundation®, a 501(c)(3) public charity that serves individuals, organizations and the community through donor-advised funds, charitable trusts, endowments, and charitable estate planning advice.