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Our Services
CharitableCapital
Reinsured "CGA"s
Alliance Membership
PowerTool Calculator
Advisory Board
Response Form
Give Back Nation
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The content of this
website is strictly for the use of legal, banking, accounting,
financial and planned giving advisors.
It is not for use by the general public.
The CharitableCapitalTM
Design Center, LLC makes no attempt to ascertain that the information contained
in this website is complete, accurate or updated on a regular basis.
The CharitableCapitalTM
Design Center, LLC does not provide legal or tax advice and nothing herein
should not be construed as legal, tax or investment advice. The intellectual
property, copyrighted and service marked materials contained herein cannot be
used without written consent.
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CharitableCapitalTM
Planning
—
Demystify
Planned Giving for Donors
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The Power of
CharitableCapitalTM
Planning
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Differentiate
your organization from others through a time-tested planned giving program.
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Use
our Program to help deal more effectively with the
financial life
support systemsTM
of your donors in order to
earn
more of their planned giving contributions.
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Better
coordinate the planning, marketing and technical knowledge required in today’s
financial and planned giving environment.
•
Raise
your organization’s level of value-added with donors as both a “planned giving”
and “financial solutions” provider.
•
Assist
donors in understanding the power of the third form of
Financial
Capital.
•
Enhance
your organization’s “brand” and “position” in your community through the
CharitableCapitalTM
Program
as the organization to contact for real, hands-on planned giving
services.
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Simplify
the complexity of planned giving in order to more effectively motivate donors to
do what is in their best interest.
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Our Mission Statement
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How We Accomplish Our Mission |
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Assist
non-profits in helping their donors effectively control and use
their
financial life support systemsTM to take care of themselves and their families while
fulfilling their heart-felt giving desires.
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Help charities in helping their donors maintain
control of what they have while attaining more through the use of
CharitableCapitalTM.
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Facilitate charitable organizations in in-creasing their planned
giving contributions.
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We are sensitive to the hopes, dreams, fears,
desires, values and feelings of donors.
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We maintain a vast field of knowledge while
teaming with charitable organizations and financial advisors.
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We
think dynamically with
non-profits while using simple practicality
in accomplishing their planned giving initiatives.
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Serving Charitable Organizations
And Financial Advisors |
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Assistance in the
establishment and implementation of a
CharitableCapitalTM
Planned Giving Program.
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The coaching and
training of charitable organization personnel as well as marketing and business
plan development and implementation.
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Provide case design,
illustrations, presentations and detailed proposals for the various
CharitableCapitalTM
planning tools.
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Reinsured gift
annuity proposal development from a portfolio of quality insurance companies.
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Marketing and
educational materials “private-labeled” specifically for charitable
organizations:
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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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