Take the 360 Degree Challenge book by Mark Trewitt

The Integrated Generosity 360 Degree Challenge starts here!

CLICK HERE TO DOWNLOAD A COPY OF OUR CORE DIAGNOSTIC SELF ASSESSMENT

The Integrated Generosity Core Diagnostic "Self Assessment" is designed to assist generous families in developing their own list of planning priorities in the following areas (click segment title to view online):

To request an initial 30 minute phone consultation to see if the "360 Degree" Process can help you in achieving your planning objectives, please complete the following information:

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Taking the Integrated Generosity 360 Degree Challenge ”Finish Line” planning - identifying best surplus assets for lifetime giving! Comprehensive “Generosity Based” Tax Reduction Strategy Advance planning for liquidity event Gift of Appreciated Stock Gift of Business Interest Gift of Appreciated Real Estate Gift of other illiquid asset Donor Advised Fund Choices

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Integrated Generosity is not directly affiliated with any charitable organization, but exists to help families become more aware of the wide range of opportunities that exist to impact the causes they wish to see advanced, and to help charities and ministries stimulate generosity among their supporters.

We have access to networks of advisors across the country who we may refer you to, following an initial phone consultation and assessment to determine if the application of the Integrated Generosity Planning Precepts may be appropriate for your situation.