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