Sometimes, it’s better to give than to receive.

FAI gifting to family members

As we age, it’s natural to start thinking more carefully about our assets—now, down the road, and when we’re gone.

A compelling giving strategy provides an opportunity to positively impact the life of the recipient, often in powerful ways.

  • Gifting to family members is a common way to share wealth.  As your family tree grows and flourishes, you want to secure a bright financial future for your descendants. Whether you choose to pay for their college education, establish a trust, or plan for them through your estate, you can design impactful giving strategies for your family’s future generations. There are many ways to maximize your giving potential, whether they’re carefully planned or offered in response to an unexpected need. You can rely on FAI to help you design a gifting plan that addresses your priorities and values, along with tax strategies, estate provisions, and other financial considerations, to deliver superior financial security for you and your loved ones.
Estate/Legacy Planning
  • Charitable giving plays a role in many of our clients’ financial plans. Some people find fulfillment in helping others who are less fortunate; others simply enjoy sharing their prosperity.  Institutions of art, sciences, and education are often funded largely by those who want to give back in appreciation for their contributions to the community. Your charitable gifts can be made during your lifetime or upon death through your estate plan, it’s all up to you. Let FAI apply our decades of experience to create a plan for charitable giving that makes a difference in your life, and the lives of those you touch.

Recent News

Recent News

How Volatility Takes Away Your Financial Freedom

How Volatility Takes Away Your Financial Freedom

1/14/2019 12:00:00 AM EST
3 days ago

This is not an article about risk tolerance, or how comfortable you are with market volatility. 

That concept is very important, because many financial decisions ...

FAI's 4th Quarter Investment Review

FAI's 4th Quarter Investment Review

1/14/2019 12:00:00 AM EST
3 days ago

Beginning in 2019, Curt Gross, Chief of Investments, will be hosting a webinar at the end of each quarter to review his Quarterly Investment Commentary ...

Upcoming Events

Upcoming Events

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

1/31/2019 11:00:00 AM EST
Curt Gross, FAI's Chief Investment Officer, will be going ...

President's Day: Office Closed

President's Day: Office Closed

2/18/2019 12:00:00 AM EST
FAI's Office is closed due to President's Day.