Serving Nonprofits, Businesses & Giving Americans: 888.959.2815

Serving Financial Advisors

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Turnkey Solutions For Top-Tier Financial Advisors

Coaching • Training  Marketing  Case Design

 

The Conversion of Taxable Capital into Charitable Capital

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Utilize CharitableCapital Planning To Gain Powerful Results

  • Side-step your competition to capture more affluent clients.
  • Deal more effectively with client financial life support systems.
  • Maintain the "gatekeeper" position your firm already has with clients or rise to that "gatekeeper" position.
  • Differentiate your firm in an innovative manner.
  • Brand and position as a "financial solutions provider".
  • Activate the planning, marketing and technical tooling mandated by today's volatile financial arena.

 

The CharitableCapital Planning Team
Connecting the non-profit 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.

 

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Planning 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.

Give Back Nation Charitable Capital Advisor Tools

 

 

Administrative Services Overview (services vary by program type)

 

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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.

 


Creating Bigger Waves Of Giving

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Learn More: 888-959-2815 info@givebacknation.com
 
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Give Back Nation
a 501(c)(3) nonprofit organization
Creating Bigger Waves of Giving