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

FAI's Annual Medicare 2019 Update with Kevin Dougherty

FAI's Annual Medicare 2019 Update with Kevin Dougherty

9/9/2019 12:00:00 AM EDT
a week ago

Once again this year, we're honored to have Kevin Dougherty join us as an independent insurance agent specializing in Medicare. Although Medicare coverage doesn ...

Executive Women Burnout: Tips for Finding Serenity and Meaning

Executive Women Burnout: Tips for Finding Serenity and Meaning

9/3/2019 12:00:00 AM EDT
a week ago

“My day began at 4:30 AM. I went to the gym, had some coffee and drove to the airport for a meeting in Atlanta ...

Upcoming Events

Upcoming Events

FAI's Annual Medicare 2019 Update with Kevin Dougherty

FAI's Annual Medicare 2019 Update with Kevin Dougherty

9/26/2019 11:00:00 AM EDT
You're invited to join us for FAI's Annual ...

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

10/31/2019 11:00:00 AM EDT
Curt Gross, FAI's Chief Investment Officer, will be going ...