|
The Conversion of
Taxable Capital into Charitable Capital
|
The Charitable Capital Planning Team
Connecting the non-profit community
with the financial services community
|
|
•
|
Establishment and implementation of Charitable CapitalTM Giving Programs.
|
|
•
|
Provide case design, illustrations, presentations and detailed proposals for the various Charitable CapitalTM planning tools.
|
|
•
|
Custom Designed marketing and educational materials.
|
|
•
|
Full color booklets, tri-fold brochures, articles, letters, flyers, envelope stuffers and PowerPoint presentations.
|
|
•
|
Training schools and webinars conducted across the country on a regularly scheduled basis as well as custom designed workshops.
|
|
 
|
