How We Help

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Financial Services that Serve a Higher Cause

 

At WatersEdge, we create a win-win for families, churches and Southern Baptist ministries. Our services can potentially create wealth for families — while financially benefiting ministries and charities. Get started today!

Estate Planning

An estate plan is for everyone. Prepare for the future, provide for your family and promote God’s Kingdom.

Charitable Gift Annuity

Support Gospel-centered ministries and secure lifetime income.

Donor-Advised Funds

Multiply gifts, maximize tax benefits and simplify the giving process — all online.

Charitable Remainder Trust

Make a charitable gift, earn income for yourself and your loved ones and maximize tax advantages.

IRA Charitable Rollover

If you’re 70 1/2 years of age or older, you can give charitably and reduce income tax by making gifts directly from your IRA.

Endowment

Leave a legacy gift that will keep on giving to the ministries you love, long after you’re gone.