Charitable Giving

Give Purposely, Give Efficiently

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A Network of Services

You Improve the World; we Improve your Balance Sheet

Charitable giving should create an impact in the world and improve your tax bill. Our advisors have access to the full Capita network of foundations, donor advised funds, and charities. We review multiple tax strategies to find the charitable giving method that improves your tax return the most. See our education center for charitable giving strategies.

How it works

1
Organize Your Giving

Are you finding fulfillment and purpose from your charitable giving? Is your giving efficient? Are your charities truly benefiting from your generosity? Are you maximizing your tax benefits?

2
Assess Giving Options

The second step is to determine the most efficient way for you to give.  This might be through asset donations, donor advised funds, qualified charitable distributions, charitable lead or remainder trusts, and more.

3
Give With Purpose

Third, Capita is your guide to execute your giving strategy. You improve the world, while we improve your balance sheet.

Answer a few simple questions

The first consultation will provide many necessary answers
Tell us a bit about yourself, including your financial situation and goals.

Meeting your advisor

A personalized experience

Upon learning more about your financial goals in the first consultation we will be able to place you with an advisor and support team that best fits your needs. Your advisor is selected based on life status, your preferences, investment goals and the specializations that will help you most!

A structured path

A perfected game plan for financial success

Your team will tailor your financial plan to suit your needs; taking into account your goals, time horizon, and risk tolerance. Your team is dedicated to constructing a plan that aligns with all the facets of your specific financial situation.

A constant guide

Our advisors are always available

As your situation evolves, your team will be able to help you with every area of your finances within our network. Whether it be connecting you with a CPA, an estate attorney, or a Medicare specialist.

Financial success

Constant improvement

Our network includes a vast range of products and services in the market, which means we can shop around for the tools that best fit your unique needs. Your financial success is in great hands!

What Makes Us Different

We have the charitable network you need.

Most givers are donating through check or bank transfers. It is the most inefficient way of helping charities accomplish their vision. If done right, you could give more and you could save more. You need the charitable planning expertise of Capita Financial Network to maximize the options available to you.
  • We help to take care of QCDs
  • We understand giving trusts
  • We organize asset donations
  • We help you give more
  • We connect you to the right DAF
  • We have a giving network
Get Started

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Tax Planning

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We'd love to know how we can help you reach your financial goals. Reach out to us today!