Getting Started
Do you want to learn more – or are you ready to get started? Either way – we’ll get you up to speed and have new dollars – from new donors – in large amounts – flying in the door in no time.
Learn More
Just complete the form on the Contact tab on this site. We’ll have a Certified Charitable Development Officer near you get in touch right away. They’ll be able to answer your questions, provide you with additional information, and guide you through the process of implementing the CharitabLiving Plan in your organization. Here’s what that look like.
When you say “GO” – we spring into high gear. Introducing the CharitabLiving Plan to your donor base is easy, effective, painless, and timely. Know first of all that we’ll NEVER ask for your donor’s contact information. That’s because we provide you with a link to an introductory video you’ll send out to those supporters with whom you want to share the CharitabLiving Plan.
That video can be distributed by email, posted on your social media sites, linked to your website – whatever you wish. It’s your video – and you’re in the driver’s seat.
For a nominal fee – the ONLY cost you’ll ever incur with the CharitabLiving Plan we’ll produce and add a short video intro tag using your celebrity to increase viewership and response rates. All we need is a picture and a logo. Send those to us electronically. In turn, we’ll send you a script which you’ll record using your computer or phone. We’ll add your video tag to the front end of the Donor Intro Video we’ve already produced – and you’re ready to go with your very own, personalized donor introduction video.
As supporters respond electronically, we’ll be notified along with you. We’ll meet with folks, explain the program, and help them determine if it’s right for them. If it is – we’ll help them set up their CharitabLiving Plan – and in just a few weeks, you get a check.
That’s it!