Gifting Strategies with Capelli Financial Services – Charitable and Family:
The ability to impact causes that mean a great deal to you is one of life’s most satisfying experiences.
Whether you want to start a foundation, open a donor-advised fund or simply make cash gifts to loved ones, CFS can assist you.
- We can help you define the scope of your giving and examine the impact on your ability to safely sustain your lifestyle. We’ll evaluate using lifetime gifts and/or gifts made upon your death. Together we’ll explore tax-efficient strategies that align with your intent. Lifetime charitable giving strategies range from simple to highly complex.
- We have open dialogue to understand what you want to accomplish, the intended recipients and the timing. We develop a gifting plan around your wishes, driven by your ability to safely use your financial resources.
- Our clients who have implemented planned gifting strategies tell us their lives have been enriched by the ability to make a difference. If you’re fortunate enough to be in a position to share your financial resources with others, using a strategic approach can make your money go much farther while saving taxes and keeping your family secure.
Experience the joy of giving. Let a Michigan-based Capelli Financial Services advisor help you today.