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  1. The Financial Engineering Institute

    We have been providing financial engineering services such as Coaching, Training for financial services professionals since 1982. The professional credentials ...
    asset protection2
    Business Succession planning1
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    mortality arbitrage1
    multi-disciplinary practice1
    reinsuring gift annuities1
    split dollar alternatives1

    www.financialalliance.net - 2009-02-13

  2. The Financial Engineering Institute, LLC

    The Institute is the governing body and grantor of the professional designation, Chartered Financial Engineer. Providing advance continuing education and other ...
    asset protection2
    Business Succession planning1
    Charitable Giving1
    planned giving1
    accounts receivable financing1
    financial engineering1
    deferred compensation1
    charitable remainder trust1
    financial advisor marketing1
    charitable lead trust1
    charitable gift annuities1
    financial advisor training1
    offshore planning1
    supporting organizations1
    pooled income funds1
    financial advisor coaching1
    insurance agent education1
    NIMCRUT1
    financial advisor education1
    financial advisory network1
    welfare benefit trusts1
    advanced case design1
    family private foundations1
    IRC section 78721
    IRs section 162 bonus1
    IRS section 412i1
    irs section 419e1
    mortality arbitrage1
    multi-disciplinary practice1
    reinsuring gift annuities1
    split dollar alternatives1

    www.thefei.com - 2009-02-07

  3. Brown Wealth Strategies Inc.

    Our services meet the needs of professional advisors and high net worth clients. We offer a wide variety of investment and estate planning services to support ...
    estate planning3
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    offshore employee leasing1
    gift annuity administration1
    insurance counselors1
    no-load insurance1
    offshore deferred compensation0
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    www.browncompanies.com - 2009-02-12

  4. Welcome to The Norfolk Foundation Web Site

    The Norfolk Foundation's mission is to make grants that transform the quality of life and inspire philanthropy in southeastern Virginia.
    Foundation3
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    Current gifts0
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    www.norfolkfoundation.org - 2009-03-07

  5. The Dayton Foundation: Serving charitable giving and not-for-profit needs of the Dayton and Miami Valley Region

    This Dayton, Ohio, regional community foundation manages donors' charitable funds, advances charitable giving and provides leadership to meet changing community ...
    Ohio4
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    www.daytoncommunityfoundation.com - 2009-02-08

  6. The Huddleston Group - Counsel in the Art & Science of Philanthropy

    The Huddleston Group is a small-specialized consulting firm with an enviable not-for-profit client list. Our expertise is the design and implementation of: ...
    association4
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    arizona fundraisers0
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    www.thehuddlestongroup.com - 2009-02-07

  7. Home - Community Foundation of Santa Cruz County

    Community Foundation of Santa Cruz County promoting local philanthropy through services for professional advisors, donor services and grants and resources to ...
    california5
    grants2
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    BoardMatch1
    board help0
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    workshops for nonprofits0

    www.cfscc.org - 2009-03-09

  8. Columbia Valley Community Foundation

    The Columbia Valley Community Foundation is dedicated to creating a permanent legacy that will enhance the quality of life for residents of the Columbia Valley, ...
    Community5
    Canada5
    charity3
    estate planning3
    Foundations2
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    gifting1
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    gift annuities1
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    charitable gift annuities1
    Columbia Valley charities0
    Columbia Valley foundations0
    donation tax credit0
    giving life insurance0
    giving property0

    www.valleyfoundation.ca - 2009-02-06

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