The Process

Introducing the CharitabLiving Plan to your supporters is elegant in its simplicity. Once all your questions are answered and your due diligence is complete, one of our Charitable Development Officers will provide you with a unique link to a video that introduces the CharitabLiving Plan to supporters.

We’ll help you record a welcome message that will play at the front end of that video. You can then post the video to your social media pages, your website, or – if you want to control distribution, send it out as an email attachment to only those you want to see it. You’re in control – which means no one from the CharitabLiving Plan will ever ask for your donor list, or know who’s viewed the video.

Unless – that is – a donor responds to the video by asking to learn more about the CharitabLiving Plan. If they confidentially “raise their hand,” a notice will be automatically sent to you – and to our Charitable Development Officer – for follow-up. In other words – the only exposure we’ll have to any donor – is when they’ve asked for us to contact them.

We’ll help them understand the CharitabLiving Plan, and design a plan that addresses their specific mix of personal and charitable aspirations. Then – you get a check – and it hasn’t cost you a nickel.