Philanthropic Approach

What Can a Chartered Advisor in Philanthropy (C.A.P.) Do For You?

Scott earned the prestigious CAP designation and degree from the American College in 2011. He has dedicated years of service as trusty and serves and major gift getter with several Non-profits. Planned Giving is a powerful but underused method designed to help donors maximize their giving in a way that will dramatically reduce income and estate taxes for you and your family. Giving away asset while protecting wealth can be significantly more beneficial than a gift of “cash”.

A CAP is qualified to help you, as a successful and caring person, create a gift plan within your overall financial or estate planning strategies.

Your gift plan will embody your ideals, as well as your traditional objectives.

The plan will be designed to have a positive impact on your family and on the causes you care about.

PFG will review your personal financial situation and advise on the pros and cons of each charitable vehicle under consideration. We are committed to helping you choose the vehicle which best fits your unique financial and philanthropic situation. One popular example is the Donor Advised Fund.

The Charitable Checkbook: Donor Advised Funds Advantages

A donor advised fund gives you the option to recommend grants to any public charity. Making gifts from a donor advised fund is extremely easy. By reducing the after-tax cost of giving to charity and by streamlining the giving process, a donor advised fund can help maximize your enjoyment of philanthropy. By utilizing a donor advised fund, you can ensure that you are using your most highly appreciated assets to fund your philanthropy. Assets in a donor advised fund to grow free of taxation, building your giving capacity.

Donor Advised Fund Advantages

A donor advised fund gives you the option to recommend grants to any public charity. Making gifts from a donor advised fund is extremely easy.

By reducing the after tax cost of giving to charity and by streamlining the giving process, a donor advised fund can help maximize your enjoyment of philanthropy. By utilizing a donor advised fund, you can ensure that you are using your most highly appreciated assets to fund your philanthropy. Assets in a donor advised fund grow free of taxation, building your giving capacity.