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