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CAPITAL FOUNDATION, INC



The Capital Foundation, Inc. began in 2001 to provide a means by which concerned charitable donors could develop a responsible plan for giving. If you are a thoughtful donor who is looking for a way to give more to causes that are important to you, you will want to consider the advantages of establishing a donor-advised family fund with the Capital Foundation, Inc.(CF)

The CF is a tax-exempt public charity that allows donors to make contributions of cash or appreciated assets to the CF, which then manages and invests the assets in a donor-advised family fund.

The CF consults with the donor and allows the donor to designate the charitable purposed for which the assets are to be used (subject to approval by the CF board), thereby allowing the donor to have continuing input into how his or her gift is dispersed to other public charities. Simply put, when you establish a family fund with the CF, your gift is protected under the CF's public charity umbrella, and at the same time you continue to be involved with choosing which of your favorite causes or concerns will receive the benefits of your generosity.

The CF is a single charitable institution, not simply an aggregation of funds, and therefore can provide donors with more options, more informed advice and more stable management than donors can generally obtain on their own.

The CF can offer donors the following benefits:

  • Avoiding capital gains taxes on appreciated assets.
  • Capability to build a lasting endowment.
  • Expert guidance.
  • Recordkeeping and administrative services.
  • Estate planning help.
  • Donor advised account services.
  • A chance to make a real difference.

Forms Required for Community Foundation Transfer



17 Glenwood Avenue, Raleigh, NC 27603 •  (919) 831-2370 •  capital@capital-invest.com
Copyright © 2007 Capital Investment Companies
Securities offered through Capital Investment Group, Inc. & Capital Investment Brokerage, Inc.
Member FINRA•  Member SIPC