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

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The ManagedIncomeTM Trust Program


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

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The Managed Lead Annuity TrustTM Program


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

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The Private Income TrustTM Program


Income and tax savings while living - with post mortem giving

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The Private Giving Fund ProgramTM


Creating Bigger Waves of GivingTM

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