Donor Advised Fund
Capstone features a very unique service for individuals and families. It is called a Family Legacy Fund which is a Personal or Family Foundation, is directed by you, the donor. This means that the donor advises where the funds will be go and to which type of charities or issues.
The Family Legacy Fund allows you to achieve maximum tax savings advantages while at the same time guaranteeing that your donations are used for what you and your family care about. Capstone is committed to preserving your original intent in setting up your planned giving.
A Capstone Family Legacy Fund is easy to set up, with virtually no major upfront fees. It is completely turn-key and it is professionally managed and headache-free. Capstone handles everything, from paperwork to taxes, to the distribution of funds to your favorite charities.
With a Capstone Donor Advised Fund, you enjoy privacy, security, and peace-of-mind knowing that you have made a wise choice in managing your assets for the Kingdom. A Capstone Donor Advised Fund also helps reduce the risk that could be incurred by making an administrative mistake with another type of foundation outside of Capstone. Whether you are seeking to set up thousands or millions of dollars in a foundation, a Capstone Donor Advised Fund is an ideal vehicle for you.
While Capstone can accommodate the wealthiest of donors, you need not be a multi-millionaire to have your own foundation. Setting up your Personal Foundation requires only a two page application.
Donor Advised Funds are the fastest growing charitable giving vehicle in the country, providing individuals and organizations with a highly effective and customizable tool for creating a charitable giving legacy.
Capstone Legacy Foundation provides donors with tailored services to make their giving as enjoyable and effective as possible.