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The
CharitableCapitalTM
Advisor - ChCCA
Program
Initial Annual Fee: $195.00
-
Register Now
Annual Renewal Fee:
$95.00
*Subject to change. $75 of the
initial Fee is contributed to the non-profit of your choice with
acknowledgement.
The Starter Kit
The following items (•)
are provided upon qualification
• Designation certificate designed
for framing on 8½x11 parchment.
• Membership card accessing
services at
www.givebackmembership.com.
• Latest issue of the
CharitableCapitalTM
Update newsletter.
• The audio CD of Nick Gregory and
Mark Hurley presenting Mark’s white paper:
“The Future of the Financial Advisory Business”
• User password for our
GivingTool
Calculator at www.chcap.org.
•
CharitableCapitalTM
Planning brochure and
PowerPoint® Presentation customized for each member for use with clients, donors
and non-profits.
Ongoing
Benefits
• Continuous access to case design
and coaching through our 888-884-3332 Hotline.
• Our quarterly newsletter,
CharitableCapitalTM
Update newsletter.
• Access to our marketing materials
portfolio — empowers advisors to present the dynamics of
CharitableCapitalTM
Planning with clients,
non-profits and their donors.*
*Additional fees may be involved
The
CharitableCapitalTM
Alliance Code Of Ethics
I. Hold paramount the financial safety, health and
welfare of their clients.
II. Issue financial advice in an objective and
truthful manner.
III. Perform financial services only in the areas of
their competence.
IV. Avoid deceptive acts and disclose areas where conflicts of
interest exist.
V. Conduct themselves honorably, responsibly, ethically
and lawfully.
Initial Annual Fee: $195
-
Register Now
(Annual Renewal Fee: $95) |
