Charitable Giving Planning

Charitable giving can be a powerful way to build your legacy. Capstone works with you to define your charitable values and concerns, using tools to direct your giving in ways that maximize benefits to you and your beneficiaries.

Philanthropic decisions require a thorough analysis of your entire financial framework, including tax ramifications, impacts on retirement goals and effects on estate planning. Capstone can identify and implement carefully chosen, sophisticated methods for meeting your charitable desires while still preserving your financial goals. Our team will help you select the charitable planning strategies and vehicles that will make your giving efficient and effective.