CharitablePlanning.com Advisor Marketing
PG Calc Partners with CPC and Kallina & Associates, LLC

Professional advisors require trustworthy sources to stay current with the latest charitable, estate, and financial planning information. By playing a role in providing this type of information, non-profits can cultivate solid relationships with this important constituency in the planned giving community.

PG Calc collaborates with CharitablePlanning.com (CPC) and Kallina & Associates, LLC, industry leader of charitable, estate and tax planning, to offer CPC to charities who want to reach out to the professional advisors of their donors and prospects.

CPC is a weekly newsletter and website written in conjunction with Kallina & Associates, LLC that provides a simple and timely digest of tax and legal news relevant to charitable giving. It offers additional value through informed, thoughtful, and comprehensive commentary on each news item. With CPC, your organization will maximize the ability of donors to give by educating your audience through a simple, comprehensive, and understandable newsletter and website that is customized for your organization.

Commentary Page Example 1
Commentary Page Example 2
Commentary Page Example 3
Website Home Page Example
Newsletter Example

Download the Advisor Marketing brochure

About Kallina & Associates, LLC
Established in 1982, Kallina & Associates, LLC is a nationally recognized law firm focusing on federal tax law, estate planning and charitable giving. Since our inception, we have developed a reputation for innovative solutions to difficult problems. We endeavor at all times to provide the highest quality of legal services to our clients, with a sense of urgency and absolute dedication.







 

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