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.
 
 

 

 

 

 
 
NON-PROFIT ORGANIZATIONS
 National • Regional • Local • Faith Based
Community Foundations
Private Label — Donor oriented and compliant
 
Available for each Program:
Training Manuals
Letters and Flyers
Tri-Fold and Half-Fold Brochures
Booklets
PowerPoint® Presentations
Application Kits
Prototype Legal Documents

 

 

 

 

 

 
 
ADVISORS
Wealth Management • Investment • Insurance
Legal • Accounting • Banking

Private Label — Client oriented and compliant
 

Available for each Program:
Training Manuals
Letters and Flyers
Tri-Fold and Half-Fold Brochures
Booklets
PowerPoint® Presentations
Application Kits
Prototype Legal Documents