Solutions - Advisors

Solutions Center

for Professional

Advisors

FROM THE RECIPIENT CHARITY'S PERSPECTIVE, AN iCLAT SHOULD BE CONSIDERED AS AN "ENHANCED" PLEDGE ARRANGEMENT, AND COMMUNICATED AS SUCH WITH ANNUAL DONORS (BOTH CURRENT & PROSPECTIVE)!

An iCLAT is like a "pledge arrangement" because it provides recurring annual gifts to charity.
An iCLAT is "enhanced" because it will provide your valued annual donors with a very large IMMEDIATE current year charitable income tax deduction.
The IMMEDIATE charitable tax deduction generated by an iCLAT is so large that it's almost equal to the total sum of the iCLAT's annual gifts to your charity. Just take a look at the chart below!

iCLATs are never established without the integral involvement of at least one of the client's key advisors (financial planner, accountant, attorney or other key advisor) during the exploratory process. In other words, iCLATa are never established in a so-called "planning silo" without our clients' most trusted advisors involved throughout the discovery, design and engagement process. In fact, the vast majority of iCLAT inquiries, illustrations and engagements are initiated by one of the client's key advisors. In fact, if a client reaches out to us directly for a FREE illustration, then one of our first action items is to communicate with one or more of his or her key advisors.

Active Collaboration with Advisors is ESSENTIAL for iCLAT Planning

GREATER IMMEDIATE

TAX SAVINGS FOR

YOUR VALUED

ANNUAL DONORS

+

GREATER RECURRING ANNUAL REVENUES SECURED FOR

YOUR CHARITY

=

DIVE

DEEPER

Explore our website to see Actual iCLAT Examples, Illustrations, Articles, Presentations & FAQs.

IDEAL DONOR

SCENARIOS

Click here to learn about the ideal scenarios when an iCLAT will work best for your current and prospective donors.

SCHEDULE A

FREE CALL

Our President - Brad Gornto provides free one-on-one calls at specified times each week. Click here to schedule a call.

GOT A

QUESTION

Send us your question. Our team will promptly reply and answer your question, normally within 1 business day.

BEST STATES

FOR iCLATs

Click here to see the States where an iCLAT will generate the greatest ADDITIONAL SAVINGS at the State income tax level.

FREE WEBINAR

SIGN-UP

Our President - Brad Gornto gives FREE webinars for charities several times each month. Click here to sign-up for a webinar.