This program can be delivered as a 5-month program or each month can be delivered as a presentation.
The presentation would include a handout with a case study and FAQs/tips.
Month 1:
Uncover Your Potential
Chart Your Course
Month 2:
Amplify Your Skills: Stocks/Mutual Funds
Amplify Your Skills: Retirement Assets
Month 3:
Amplify Your Skills: Farms/Vehicles
Amplify Your Skills: Real Estate
Month 4:
Amplify Your Skills: Business Assets
Amplify Your Skills: Life Insurance
Month 5:
Amplify Your Skills: Tangibles & Intangibles
Unleash Your Growth
Do you offer financial, tax, or estate planning for your clients? Would you like to know the secrets of using tax-savvy charitable strategies in your plans?
You’ve come to the right place. Dana can help you do just that. She will use her two decades of experience in estate, charitable, and financial planning to incorporate the very best charitable solutions into your clients’ plans – solutions that offer the greatest tax and financial benefits, as well as carry out their charitable goals and values.
She has worked on cases big and small; simple and complex; from one end of the U.S. to the other. She can’t wait to put that experience to work for you and your clients.
She has expertise in a very wide range of assets – stocks, real estate, royalties, life insurance, business assets. farms, and MORE! A deep understanding of how these assets work gives her the ability to design the very best charitable plans for your clients.
Are you looking for more direction in the way you give?
Do you need help designing a gift for a favorite charity?
Look no further, Dana can help you. She would be honored to work with you to create a defined giving plan that embodies what matters most to you.
She can be your advocate in discussions with charities to help design a gift that works well for everyone.
She will work with your professional advisors to create a strategic giving plan that complements your financial and estate plans.
Only 10% of Americans’ wealth is in cash. Have you ever wished you knew how to better raise charitable dollars from that other 90%?
If so, you’re in luck! Dana can help you unlock that 90%.
Non-cash gifts happen at specific times in donors’ lives because of life events or because of the nature of the assets. The more you understand these life events and assets, the better you will be at raising more charitable dollars from that whopping 90% of our resources!