Strategic Charitable Giving

Tool #9:

Strategic Charitable Giving

In this episode of our Financial Survival Guide, we explore how strategic charitable giving can create meaningful impact — especially in a time when public funding is being pulled back.

At New Capital, we’ll show you how strategies like donor-advised funds can help you support the causes you care about while maximizing tax efficiency.

Financial Survival Guide 2025

Smart Decisions Start with the Right Conversation.

Fiduciary Advice, Fully Integrated with Your Financial Plan

We offer conflict-free guidance focused on helping you give purposefully and in alignment with your values — not on selling products or pushing agendas. Charitable giving is never treated in isolation; it’s thoughtfully integrated into your broader financial, estate, and legacy strategy.

Tax-Efficient Giving Strategies

We help you structure your giving using proven tools like donor-advised funds, charitable trusts, and private foundations — allowing you to support the causes you care about in a tax-efficient, strategically timed, and flexible way.

Support for Multi-Generational Giving

We help families define shared giving priorities and engage the next generation in thoughtful, values-based philanthropy. Through collaborative planning and multigenerational involvement, we support the creation of a lasting legacy of generosity that reflects your family’s purpose and principles.

Recognized for Leadership in Charitable Giving

In our 20-year history, New Capital has helped clients contribute over $4.5 million into donor-advised funds and direct over $4.8 million in grants to nonprofits of their choice. According to our representatives at Fidelity Charitable, we are among the most active advisors in the country in helping clients establish charitable giving accounts.

WEALTHY INVESTORS ARE ASKING

“With funding being cut, how can I step up and support the causes I care about?”

We help you turn your generosity into strategic action by identifying the most effective ways to support the causes you care about — especially as public funding declines. From tax-efficient tools like donor-advised funds to multigenerational planning and nonprofit vetting, we guide you in building a giving strategy that’s impactful, sustainable, and fully aligned with your values.

Interested in opening a Swiss bank account, brokerage account, or offshore business account? We’ll help you find the right solution — and walk with you through the process.

Take the Next Step

  • With public funding being reduced in many areas, private giving plays a critical role in supporting essential causes. Strategic giving ensures your donations are timely, targeted, and aligned with both your values and today’s most pressing needs.

  • We help you structure your giving using tools like donor-advised funds, charitable trusts, and private foundations — all integrated into your broader financial and estate plan. Our approach ensures your giving is purposeful, tax-efficient, and aligned with your long-term goals.

  • A donor-advised fund (DAF) allows you to make a charitable contribution, receive an immediate tax deduction, and recommend grants over time. It’s a flexible, low-cost way to support causes you care about while managing the timing of your giving.

  • Absolutely. We help you incorporate philanthropy into your legacy — whether through planned gifts, family giving strategies, or multi-generational donor-advised funds — so your values and impact live on.

  • Not at all. Many clients come to us with a general desire to make a difference but need help refining their focus. We help you identify causes and organizations that align with your values, priorities, and long-term vision.

Common Questions

Disclosures

Investment advisory services are offered through New Capital Management, LLC, a registered investment advisor. This content is for informational purposes only and does not constitute legal, tax, or charitable giving advice. Charitable strategies may not be suitable for all investors. Clients should consult with their legal and tax advisors before taking action. New Capital receives no compensation from any charitable organizations or donor-advised fund sponsors mentioned.