THE G.I.V.E. PROFILE

• Baby Boomers: People between ages

45 and 70 may benefit most from the

G.I.V.E. strategy.

• Appreciated Assets: If you have

appreciated securities or if you got an

inheritance, or perhaps you have real

estate or a business you’re planning

to sell, or a rental property, or maybe

you’ve just been a good saver in

addition to your retirement plans,

you could be a good candidate for

the G.I.V.E. program.

• Charitably Inclined: Perhaps you have

volunteered at a hospital or soup

kitchen. Maybe you feel good when

you give money to your alma mater or

to your religious organization. Possibly

you’ve felt you just can’t afford to

give a lot to charities because it will

negatively impact your retirement or

leave less to your children. We can help

you put together a plan that could be

profoundly meaningful to you and, at

the same time, may positively impact

your retirement and estate plan.

• Healthy: The G.I.V.E. strategy is

designed to work over time. The

longer you live, the more the

benefits may accrue.

OUR MISSION STATEMENT

We are a mission driven company

that focuses on helping connect

Financial Advisors, CPAs, Estate

Planning Attorneys, Clients, and

Planned Giving Directors to redirect

ONE BILLION dollars to charity.

What if you could have more money for your retirement and your heirs by giving money to charity?

Please note, changes in tax laws may occur at any time and could have a substantial impact upon

each person’s situation. The information presented here does not constitute legal, tax or investment advice. You should discuss these matters with the

appropriate professional.

© 2012. GIVE, LLC.

INTRODUCING G.I.V.E. (GREATER INVESTMENT VIA ENDOWMENT) – A SUITE OF STRATEGIES THAT MAY ENABLE YOU TO:

• Have more money for your retirement

• Leave more money to your heirs

• Increase your liability protection

• And leave money to charities

HOW DOES G.I.V.E. WORK?

Depending on your financial situation, G.I.V.E. may save you taxes on capital gains and can potentially make a portion or all of your retirement plans tax free.

CAN I USE G.I.V.E. WITH ANY CHARITY?

Almost all public 501(c)3 charities are applicable. Consider giving to a cause that might directly benefit you or some-one in your family, such as an organiza-tion that fights cancer, heart disease, diabetes, or to any of the following:

• Educational institutions

• Family foundations

• Hospitals

• Religious organizations

• Organizations devoted to the poor or

to social justice

• Organizations that help animals

A TURN-KEY SOLUTION

We have carefully assembled the components:

• Our 56 point checklist helps to ensure

the correct steps are taken.

• We have screened a team of estate

planning attorneys, accountants,

and trustees for their expertise and

reasonable fees.

• We’re flexible. If you already have

an estate planning attorney or

accountant you trust, they are

welcome to work with our team.

NEXT STEPS

Contact us. We’ll start with a brief questionnaire. If you are a good candidate for G.I.V.E., we’ll walk side by side with you through the process. If not, we can offer other solutions. You only risk a small amount of your time because we will not charge you for the initial conversation. After talking to us, you’ll have a much better understanding of your financial situation. We won’t waste your time.

It is better to G.I.V.E. ... and receive

A VETTED STRATEGY

We tested our ideas by meeting

one-on-one with over 50

estate planning attorneys and

accountants. They were asked

to challenge the concept. Were

there holes in the strategy?

What were the drawbacks? The

distillation of this experience has

resulted in G.I.V.E.

We also spoke to charities.

Many were familiar with the

components of the strategies,

and some maintain lists of

attorneys, accountants and other

professionals who specialize

in charitable strategies. We

discovered no one had an

offering quite like G.I.V.E.

GREATER INVESTMENT VIA ENDOWMENT