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Success Stories

Success Stories
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  - Charitable Family Legacy

Charitable Family Legacy

A successful businesswoman in her late 70's has substantial wealth and wants to involve her children in charitable giving, an area in which she has been very generous over the years. Although her children are still raising young families and establishing their own careers, she wants to involve them in this same spirit of giving.

Solution: Capital Strategies reviewed many charitable opportunities with her wherein she was thrilled to learn about her ability to establish a Private Family Foundation. This was a perfect solution to her goal of involving family members in decisions as to which charities they would like to benefit each year and established a capital base from which future generations can make distributions.

Benefits: She achieved her goal of making substantial contributions to charity, and getting her family involved in activity beneficial to their community. In addition, she was able to save $300,000 in income taxes in the year she donated stock to the trust. Although the stock was highly appreciated and she had little basis, she was able to deduct its full fair market value, avoiding any capital gains.

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Capital Strategies, a Registered Investment Advisor

2 Barnard Lane
Bloomfield, CT 06002
Toll Free: 866-303-6797
Phone: 860-242-6797
Fax: 860-243-9650

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