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Charitable trust tax specialists
A Minnesota CPA firm focused on charitable trusts and the people who fund them.
Choose how you arrived here:
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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
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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
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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
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Contact us
Not sure which? Start a conversation →
weselycpas.com · Minnetonka, MN · Est. 1994