The right tools and strategies for giving back


Like everything else we do, we approach our relationship with foundations in a spirit of partnership. We work closely with your tax advisors to maximize income tax benefits, and we encourage the engagement of family members to help you create a meaningful legacy of philanthropy.

Whether you already have a multigenerational private foundation or are just beginning to consider how best to achieve your family’s charitable goals, CapWealth Insights has the tools and experience you need.

Our comprehensive reporting gives you a deeper, more accurate picture of your investment performance to help align your investment and foundation goals. Plus we provide a clearer understanding of your cash flow needs to help you achieve your gifting strategies.

We can also assist with the day-to-day responsibilities of running a foundation, such as helping to establish donor intent, developing a mission and vision, grants administration, governance and board development. We can even connect you with highly competent resources to meet unique challenges.