<h1>Concerned with 5% grant requirements<br />and maintaining integrity of purpose of<br />your private family foundation?</h1>

You can take an easy step now to satisfy your 5% grant requirement with a simple transfer from your family foundation to a <a href="http://www.waterstone.org/?/solutions/donor_advised_funds" title="Donor Advised Fund (DAF) at WaterStone">Donor Advised Fund (DAF) at WaterStone</a>. This transfer satisfies your 5% obligation immediately, avoiding penalties for failure to meet minimum distribution requirements, and permits you the extra time to make final decisions regarding your preferred charities and charitable projects.

With a WaterStone DAF,  the complexities and time consuming due diligence of the private foundation grant process is eliminated and replaced with simple online DAF grant distribution process to your selected charities. <b>WaterStone handles the due diligence involved in making donations and investments.</b> Depending upon your needs, you may simply enhance your family foundation with the addition of a Donor Advised Fund, or completely dissolve your family foundation into a Donor Advised Fund. WaterStone has the experience to assist you with either approach.

<b>At WaterStone, we preserve the giving heritage and Christian legacy of your Donor Advised Fund beyond your lifetime.</b> Your personal mission and purpose statement as established through your DAF will be executed on your behalf or in coordination with your recommended fund successors.

With a WaterStone Donor Advised Fund, you may also broaden and extend the reach of your giving through the WaterStone scholarship service, benevolence options, overseas projects, and mission opportunities.

<i>Note: The information provided herein is for informational purposes only and should not be interpreted to constitute legal and/or tax advice. Donors should consult their legal and tax advisors regarding their specific situations.</i>