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Planned Giving

The Conversion of Taxable Capital into Charitable Capital

Planned Giving Implementation

 Planned Giving Implementation

     

    The CharitableCapital Planning Team
    Connecting the nonprofit community with the financial services community

     

    • Establishment and implementation of CharitableCapital Giving Programs.
    • Provide case design, illustrations, presentations and detailed proposals for the various CharitableCapital planning tools.
        • Custom Designed marketing and educational materials.
        • Full color booklets, tri-fold brochures, articles, letters, flyers, envelope stuffers and PowerPoint presentations.
        • Training schools and webinars conducted across the country on a regularly scheduled basis as well as custom designed workshops.

     

    Give Back Nation Charitable Capital Dashboard Image

     

    Program Portfolio Overview - Turnkey

    All synchronized under the CharitableCapital 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

     

     

     

    Charitable Capital Planning Programs

      
                              

     

     

    Administrative Services Overview (services vary by program type)

     

    Give Back Nation Compliance Checkbox
    Compliance
    Ongoing support from administration experts will help you keep your programs on track. Self-dealing, step transactions, and miscalculations are just a few of the common oversights that can cause problems.

     

    Give Back Nation Tax Reporting
    Tax Reporting
    Federal and state charitable tax returns are prepared for signature with plenty of time for review, questions, completion of donor tax returns, and timely filing with the IRS.

     

    Give Back Nation Four-Tier Accounting
    Four-Tier Accounting (if required)
    Correctly applying the four tier accounting rules are critical. Our administration system tracks and inputs each transaction into all of the appropriate tiers required for proper accounting. On-going four-tier reports are made available through online accounts and Annual Reports.

     

    Give Back Nation Annual Reporting
    Annual Reporting
    Annual reporting provides a clear and concise performance summary for the year and graphically compares current year valuations to previous year valuations. It also includes an itemized valuation report and a four tier accounting report showing income and expenses for the year.

     

     

     

    Learn More: 888-894-7261 info@givebacknation.com
     
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    Give Back Nation
    a 501(c)(3) nonprofit organization
    Creating Bigger Waves of Impact