Step 1 - Discovery
Listen and learn, then we ask questions to assess your needs and learn about your passions and objectives.
Step 2 - Strategize
The Capstone team will analyze your information and present solutions that can give life to your vision and maximize your giving.
Step 3 - Design
Taking all of your needs into consideration and working with financial advisors, we will design a customized giving plan that is simple, effective and hassle free.
Step 4 - Implement
With a final and approved giving plan in place, Capstone will establish your wishes and set up the instrument that will contribute to your legacy of giving.
Step 5 - Steward
Increase the joy of giving without all the hassles by letting Capstone handle the administration, reports and tax filings. We will provide a full accounting of your charitable gift and take care of all reporting to the IRS and your financial advisors.