Key Advantages

PROMOTION OF BRAND

• Private-labelled. The Charitable Gift Fund program can be privately-labelled to your specifications, resulting in a uniquely branded product.
• Product Range. The range of your company’s product offerings is increased by the addition of a branded planned giving product.
• Brand Equity. The Charitable Gift Fund product is a newsworthy addition to your company’s offerings, thus enhancing brand equity and corporate goodwill.

RETENTION OF ASSETS AND CLIENTS

• Assets. PlanGivCapital, Ltd. and the Charitable Gift Funds Canada Foundation are neutral partners – all assets remain under your company’s management.
• Investments. Your company offers a range of investment vehicles for use with the Charitable Gift Fund program (e.g., mutual funds, managed accounts, etc.)
• Clients. Your clients perceive the Charitable Gift Fund program as offered solely by your company, and all clients remain with you.

THE ADVANTAGES OF OUTSOURCING

• Turn-key Product. A complete product solution is available from day one for:
  • Your financial advisors
  • Your clients
  • Your client service representatives
• Outsourced Solution. No impact on your firm’s existing technology or administrative structure. No risk.
• Independent Operation. The operation of the Charitable Gift Fund program is not affected by future changes in your company’s infrastructure.

EASE OF IMPLEMENTATION

• Timeliness. We bring your Charitable Gift Fund product to market in rapid time (in as little as three months).
• Flexibility. Our Charitable Gift Fund program offers you significant flexibility with insignificant integration cost.
• Control. You maintain control with a single external service team.
• Risk Free. You avoid the issues associated with establishing a non-profit entity to accept and administer the funds.

PROVEN TECHNOLOGY AND SERVICE

• Technology. Our Charitable Gift Fund program is built on industry-standard technologies, with a scaleable system architecture.
• Track Record. PlanGivCapital, Ltd. is backed by a history of successful product implementation and operation.
• Expertise. Our significant staff experience in major financial advisor-related organizations and in Internet-based operations, combined with our expertise in Charitable Gift Funds makes PlanGivCapital, Ltd. the preferred provider.
• Credibility. Our partner, the Charitable Gift Funds Canada Foundation is an independent, registered public foundation specializing in the administration of perpetual charitable gift funds.

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