Your charitable dollars can drive real change—especially as federal support for key causes declines. At New Capital Management, we help clients strategically structure giving to maximize both impact and tax efficiency.
Tools like donor-advised funds (DAFs) offer immediate tax benefits and long-term flexibility. Other strategies include charitable trusts, qualified charitable distributions (QCDs), and appreciated stock donations—all designed to reduce taxable income while extending your impact.
Effective giving aligns with both your financial and personal values. Whether supporting social justice, education, or the environment, we’ll help you create a lasting giving strategy for today—and generations to come.
