Maximize the Gift You Give (And Your Tax Deductions)

We believe your financial success is about the income that you keep. From how you save to how you donate, the CAP STRAT team brings you wealth-building strategies and knowledge to reduce your future tax burden. Discover one of the most tax-advantaged ways to donate to your favorite charity. CAP STRAT’s Will Woodall and Neil Davies, CPWA®, explain donor-advised funds and how to gift to pay fewer taxes.