- Exclusive rights to proprietary charitable planning techniques
- In-depth member training
- Individual client case analysis
- Detailed plan design and client illustrations
- Access to Cooperative plan documents
- Create an ongoing income stream through Cooperative fee overrides
The Cooperative provides services for foundation administration and charitable program development. Members continue as part of a cooperative team that provides ongoing support to each new foundation or charitable trust account.
This unique program allows the attorney, CPA or advisor to remain as an integral part of the team for each client referred to the program and receive compensation through the Cooperative for their work.
Receive ongoing support from the Cooperative’s national corporate legal counsel, including one of the country’s leading experts in tax planning and charitable giving.
- Receive Fee Overrides
- Access to Plan Documents
- Detailed Client Illustrations
- Access to Legal Team
Gain expertise and support in Charitable Gift Planning. help your clients and receive ongoing compensationsa member