A New Wealth Management Dimension

The CharitableCapital ᵀᴹ Planning Program

Planned Giving Redefined

Converting Taxable Capital into Charitable Capital - motivating Donors to Understand, Plan and Give

In order to respect wealth and maximize its use in helping donors achieve their true financial and charitable objectives, it is important to understand that wealth breaks down into three forms of financial capital within the financial life support systems​ᵀᴹ of donors surrounded by the following financial engineering areas:

The three forms of financial capital are:

Personal Capital: Capital in which donors have control, use and ownership. This capital can be sold, consumed passed on to heirs or used to satisfy their giving desires.

Taxable Capital: The ownership, use and control of this capital must be given up and passed on to the U.S. Treasury for the general welfare of America and the world through ordinary income, capital gain taxation and, again at death . . . estate taxation.

CharitableCapital​ᵀᴹ: This capital is created through the conversion of taxable capital using the heart of tax law dating back to 1969. Congress passed into law IRC Section 664 in order to help motivate American citizens to give more, while sidestepping the inefficiencies of our governmental revenue and disbursement systems. Although ownership is given up, this capital can be re-directed to society through custom designed planned giving; allowing donors to pin-point exactly where they wish funds to be contributed in satisfying their heart felt giving objectives.

Most American citizens have not been made aware of what congress created over 30 years ago. Charitable organizations and financial advisors have not been very effective in educating their donors and clients in how to convert Taxable Capital into CharitableCapital​ᵀᴹ. As shown in the diagram below, the desire to have ownership can generate maximum taxation . . . taxable capital. However, the redirection of that desire can allow for increased income, decreased taxation, increased inheritance and increased giving — CharitableCapital​ᵀᴹ

CharitableCapital​ᵀᴹ Planning

A Lifetime Of Receiving Through Giving​ᵀᴹ

The Third Form of Financial Capital — Enhancing Donor Relationships

Empowering Charities to create and use new planned giving $$$ immediately.

Empowering Donors to create and use new cash flow to satisfy other financial needs.