Helping N.D. and Minnesota Businesses Land Government Contracts

Advisors

Impact Adds Value to Your Practice

The Trusted Advisor

Your professional practice was built upon the trust established between you and your clients. Impact recognizes the value of a trusted advisor when wealth owners are making decisions regarding wealth transfer and charitable giving. Impact partners with you, the trusted advisor, to ensure that every facet affecting the most tax-efficient wealth transfer is considered.

Integrated Charitable Planning

Impact believes charitable planning is done best when integrated with a donor’s annual financial and estate planning. The most efficient charitable plans are those which take into consideration how charitable giving can improve the donor’s income for current lifestyle and increase their family’s inheritance by minimizing estate tax at transfer.

Greater Societal Impact

Putting Impact’s charitable planning expertise to work for your clients better positions them to make a greater societal impact in their chosen area of philanthropic focus. Impact utilizes proven, successful processes to help donors focus their giving and maximize their resources through entrepreneurial leveraging techniques.

Keeping Local Resources Local

Introducing Impact to your philanthropic clients helps keep their hard earned wealth at work in your community. Given a choice, most wealth owners prefer that their “social capital” be kept local for the betterment of their community rather than sent to the Federal Government for redistribution across the country.

Your Role in Stemming the Outmigration of Capital

Impact is a catalyst for greater charitable giving through more tax-efficient wealth transfer planning, but we cannot do this alone. We need your help. Your role in introducing Impact to your clients is critical to stemming the outmigration of capital from our communities.

Grow Your Practice with Impact

Whenever possible and if desired by the donor, Impact utilizes the donor’s trusted advisors to facilitate their charitable plan. Partnering with Impact helps your clients fulfill their family and charitable goals while helping you sustain and grow your practice.

For more information about Donor Impact Plans, contact: