Program Portfolio Overview - Turnkey

 

All synchronized under the Charitable Capital Planning Program — the third form of financial capital

 

Each Program includes an assortment of coaching, training, marketing materials, case design and

web based calculators coupled with administration and tax reporting to select from.

 

 

 

The CharitableCapitalTM Gift Annuity Program

 

Converting deferred gifts into immediate gifts

· More details... 


 

The ManagedIncomeTM Trust Program

  

Managing income and taxation with a substantial tax deduction and post mortem giving

· More details... 


 

The Managed Lead Annuity TrustTM Program

 

Managing annual giving for a fixed duration with a substantial tax deduction

· More details...

  


 

The Private Income TrustTM Program

 

Income and tax savings while living - with post mortem giving

· More details...

  


 

The Private Giving Fund ProgramTM

 

Creating Bigger Waves of GivingTM

· More details...