Questions & Answers
What is social capital?
The notion of social capital was first introduced in 1916 as a way of cultivating good will, fellowship, and social intercourse. More recently, social capital refers to the connection among individuals that enables people to build communities, commit themselves to each other through norms of reciprocity (“do unto other as you would have done unto you”), and to knit the social fabric. In wealth management, it is the voluntary action of a donor contributing to society's needs through acts of financial charity.
What are Sally Alspaugh CAP™ wealth management strategies?
Sally’s wealth strategies are centered on a conversation that constantly reaffirms the value of personal discovery. Using the power of unique wealth optimization tools, Sally facilitates true clarity and connection to your life's mission, vision, values and goals.
Discovery helps clients identify and think about life values and goals, their feelings about money, and their vision for the future relating to family relationships, career and personal development, health, spirituality and charitable intent. We design and implement wealth management strategies in line with this vision. Every year we consider how the events of life and the world have influenced your original values and goals, and suggest alternative courses when necessary.
We provide family legacy tools and techniques that unite families with a shared sense of purpose, form traditions of giving, and pass family wealth to future generations. We utilize tax and estate planning strategies and gifting plans that maximize your wealth and avoid unnecessary taxation.
We help you lower your estate taxes and reduce probate expenses. We work with your accountants, attorneys and other advisors to assure that your personal life values and goals are considered every step of the way. We bring clarity to your life values and goals, then apply them to a consistent intelligent plan with caring as the keystone.
Is there a minimum financial threshold to get started?
Our clients are defined as people who want to explore how best to leave a financial legacy to future generations or to charity.
Sally’s Bookshelf
Browse Sally’s personal bookshelf of recommended reading with synopses and links for online purchase.
Articles & Information
Articles by Renata J. Rafferty, a leading advocate for informed philanthropy, and other informative snippets and reprints.
Family Retreat
A 2-day retreat to settle family issues and clarify wishes, goals, values, and beliefs in a quiet setting.
Samples of a Family Letter of Intent.
Case Studies
Disinheriting the IRS: How the Mastersons built a legacy of voluntary philanthropy instead of involuntary estate taxation.