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Your Potential Prospects
- Prospects have a wide variety of financial needs that can be met through charitable giving. The common link is their strong interest in philanthropy or desire to make charitable contributions.
Look for:
- Individuals looking for income who currently own non-income- or low-income-producing, highly appreciated assets.
- Those considering charitable remainder trusts (CRT).
- Affluent individuals who regularly contribute to charity.
- People with highly appreciated assets or securities with an unknown or complicated cost basis. Wealthy clients whose estates are subject to the federal estate tax. Retirees who want to distribute extensive assets.
- Wealthy individuals seeking current income tax deductions.
- Families who want to create a tradition of giving.
Sales Ideas
- Proven sales ideas that can help you sell more successfully.
Idea #1 Work Your Centers of Influence
Estate planning attorneys and CPAs may have clients who would benefit from an immediate tax deduction and a lifetime income stream. Based upon our market research, the Pooled Income Funds may offer superior returns over other charitable products these professionals have worked with to date.
Idea #2 Cross-Selling Opportunities: Wealth Replacement Insurance
Use of the Pooled Income Funds creates eligibility for tax deductions that free up assets to fund other sales. This would represent an opportunity to sell life insurance to create replacement wealth. The insurance is typically written on the life of the donor and is owned in the name of the heir.