One of the critical benefits of the WCM Charitable Fund is the ability to make a large gift today, reap the tax benefits in the current tax year, and still retain a level of control over the investments and gifts to qualifying charities that could last years or even lifetimes. DAFs permit taking an income tax deduction up to 50% of adjusted gross income (AGI) for cash donations and up to 30% of AGI for appreciated securities vs. 30% for cash donations and 20% for appreciated securities, respectively, for a private foundation. Also, unlike for a private foundation, there is no minimum 5% payout requirement. Please note, neither Wilde Capital Management nor Triskeles Foundation give tax advice, and we recommend speaking with your own tax professional for guidance on how to take advantage of this special tax treatment.


Portfolio Options

Giving Options


A Family Legacy

Tax Benefits

Investing and Giving for Impact

What are the Costs?

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