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§ Charitable trust tax specialists

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

To our knowledge, the only CPA firm nationwide specialized in charitable trusts.
Most CRT specialists administer the trust. We do the tax analysis behind it.

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