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§ Charitable trust tax specialists

A Minnesota CPA firm focused on charitable trusts and the people who fund them.

The only CPA firm nationwide specialized in charitable trusts.

Choose how you arrived here:

01
Financial planners, estate planning attorneys, CPAs, and family offices

Professional advisors

Specialist tax counsel for your clients. We handle the technical work - you keep the relationship.

  • Charitable trust feasibility & structuring
  • Annual Form 5227 administration
  • Coordination of relevant professionals
Referral protocol → Sample engagement
02
Individuals & families exploring a charitable gift

Prospective clients

You don't need a referral to work with us. Start with a conversation about your goals, your assets, and whether a charitable trust or similar vehicle is the right tool for you.

  • Is a charitable trust right for me?
  • What an engagement looks like
  • When a simpler vehicle is the better fit
Schedule a consultation → How we work
03
Nonprofit major-gift & planned-giving teams

Gift officers

Independent CPA support for prospects evaluating a major gift. We model the gift - you steward the donor.

  • Vehicle-agnostic donor modeling
  • CRT, CLT, gift annuity, and direct gift analysis
  • Plain-language donor memos
Working with us → Donor support overview
04
Already engaged with the firm

Existing clients

Reach your portal or send us a note. We're glad you're here.

  • Client portal sign-in
  • Contact us
  • Working with us FAQ
Open client portal → Contact us
New to this? Read how charitable trust planning works, or start a conversation → weselycpas.com · Minnetonka, MN · Est. 1994