Kim Cappellano

charitable planning

charitable planning

Private Wealth Asset Management and Fidelity Present Charitable Planning Essentials

Video / By Kim Cappellano

Private Wealth Asset Management and Fidelity recently hosted a webinar on the importance of smart giving strategies to maximize your impact and tax savings. In this webinar, you will learn: The advantages and limitations of using charitable giving to minimize your potential income tax and capital gains tax liability. How a gift of cash performs …

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mom and daughter walking in the nature

mom and daughter walking in the nature

Create the Legacy of Giving Through Family Philanthropy

Article / By Kim Cappellano

This is the season of giving, in fact, November is National Philanthropy Month. Supporting your favorite organizations and passions is a wonderful way to leave a legacy while making a positive impact in the world. But have you ever wondered how to inspire the same passion for giving to younger generations? Creating the legacy of …

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Preparing Your Family Foundation for Future Generations

Preparing Your Family Foundation for Future Generations

Preparing Your Family Foundation for Future Generations

Article / By Kim Cappellano

Private foundations have gained popularity among families with significant wealth for many reasons. In addition to offering significant financial advantages, such as estate and capital gains tax savings, family foundations create a structure for directed charitable giving and an opportunity to foster an enduring family legacy. Most private foundations are established with the intent of …

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