The Cooperative offers a comprehensive planned giving program that its members oversee and continue to direct.Our integrated planning process provides a superior service to our members’ clients. Members and clients enjoy a seamless, big-picture approach that eliminates the prevalent gaps in charitable planning.

Members help their clients create permanent family foundations instead of helping them with isolated and sometimes sporadic charitable gifts. In some cases, gaps also arise when clients fail to properly fund and then lack the resources to effectively manage their charitable plans. The Cooperative closes these gaps through attorney, CPA and advisor participation and provides ongoing annual oversight and management of their clients’ philanthropy.

Member’s clients now become real philanthropist in the truest sense of the word. Their charitable giving becomes planned and permanent. Clients will preserve principle in their family foundations; allowing grants of annual income or growth. After the client’s lifetime, the family foundation then continues under the watchful care and direction of children and heirs.

A Cooperative member becomes the liaison between the client and the Cooperative. Our members meet annually with their clients to review their plans, their charitable goals, and to provide ongoing planning services. Members’ clients are better served using our complete turn-key system – as opposed to doing a part here and a part there – without anyone orchestrating the overall picture.

Members enjoy knowing that their clients will receive the benefit of a comprehensive, complete and professional approach to helping them achieve their philanthropic objectives.

• Reduce Tax Rate
• More Effective Charitable Giving
• Transfer More Wealth to Heirs
• Effectively Plan Your Estate

Your client’s next move may have big consequences.  Structure the sale of the family owned business and major assets in the most tax effective way.  Let us teach you how.