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The CharitableCapitalSM Design Center LLC

 

Creating a Higher Level of Planned Giving


 

  The Financial Engineering Institute, LLC


. . . Academic Principles that Work for You.

 

Consulting and Resources for Financial Service and Business Professionals.

 


 

 We are a forum of professional advisors dedicated to the 

 vision of transforming communities through inspired giving.

 

 


 

At WaterStone, we're constantly seeking new ways to help people think differently about their giving...

 


 

 


The American Council on Gift Annuities (ACGA) is a qualified nonprofit organization formed in 1927 as the Committee on Gift Annuities for the purpose of providing educational and other services to American charities regarding gift annuities and other forms of planned gifts. It was incorporated (as) a 501(c)(3) nonprofit in 1993.


 

The National Committee on Planned Giving® is the professional association for people whose work includes developing, marketing, and administering charitable planned gifts. Those people include fund raisers for nonprofit institutions and consultants and donor advisors working in a variety of for-profit settings.


 

Community Foundation Locator

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Professional Charitable Remainder Trust Services

 

 


     Are you the trustee of a Crummey trust?
     Do concerns over potential tax liabilities
     keep you awake at night? Should they?


If you would like information on any of our programs and capabilities please click here or contact us at 1-888-884-3332