CharitablePlanning.com Advisor Marketing Features
Several sites provide information about planned giving. But no other industry-related website comprehensively integrates planned giving with broader areas such as:
- Tax exempt planning
- Estate planning
- Financial planning
- Investments within charitable vehicles
- Securities laws
- Deferred compensation
- Partnerships
- LLCs
- Corporations
- Tax shelters
CPC gives a behind-the-scenes look at events in Congress and the IRS. From the planner's perspective, it is important to anticipate potential changes in the law. CPC alerts readers to facts and trends and provides the best judgment of what may occur, based upon evolving patterns in the ever-changing legislative, legal, and regulatory landscapes.
Product Content and Features:
- CPC Website
- Commentary
- Articles
- Case Studies
- Current Events
- Speeches & Outlines
- Forms & Documents
- Glossary of Terms
- Related Links
- Weekly Customizable Newsletter
- Handbook
- Calculations (GiftCalcs)
- Two Levels of Organizational Branding
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