GIVE (Greater Investment Via Endowment) This brochure outlines our organization and history. Our goal is to redirect $1B to charity.

1. THE G.I.V.E. PROFILE
• Baby Boomers: People between ages
45 and 70 may benefit most from the
G.I.V.E. strategy.
• Appreciated Assets: If you have
appreciated securities or if you got an
inheritance, or perhaps you have real
estate or a business you’re planning
to sell, or a rental property, or maybe
you’ve just been a good saver in
addition to your retirement plans,
you could be a good candidate for
the G.I.V.E. program.
• Charitably Inclined: Perhaps you have
volunteered at a hospital or soup
kitchen. Maybe you feel good when
you give money to your alma mater or
to your religious organization. Possibly
you’ve felt you just can’t afford to
give a lot to charities because it will
negatively impact your retirement or
leave less to your children. We can help
you put together a plan that could be
profoundly meaningful to you and, at
the same time, may positively impact
your retirement and estate plan.
• Healthy: The G.I.V.E. strategy is
designed to work over time. The
longer you live, the more the
benefits may accrue.
OUR MISSION STATEMENT
We are a mission driven company
that focuses on helping connect
Financial Advisors, CPAs, Estate
Planning Attorneys, Clients, and
Planned Giving Directors to redirect
ONE BILLION dollars to charity.
What if you could
have more money for
your retirement and
your heirs by giving
money to charity?
Please note, changes in tax laws may occur at any
time and could have a substantial impact upon
each person’s situation. The information presented
here does not constitute legal, tax or investment
advice. You should discuss these matters with the
appropriate professional.
©
2012. GIVE, LLC.

2. INTRODUCING G.I.V.E. (GREATER
INVESTMENT VIA ENDOWMENT) –
A SUITE OF STRATEGIES THAT MAY
ENABLE YOU TO:
• Have more money for your retirement
• Leave more money to your heirs
• Increase your liability protection
• And leave money to charities
HOW DOES G.I.V.E. WORK?
Depending on your financial situation,
G.I.V.E. may save you taxes on capital
gains and can potentially make a
portion or all of your retirement
plans tax free.
CAN I USE G.I.V.E. WITH ANY CHARITY?
Almost all public 501(c)3 charities are
applicable. Consider giving to a cause
that might directly benefit you or some-
one in your family, such as an organiza-
tion that fights cancer, heart disease,
diabetes, or to any of the following:
• Educational institutions
• Family foundations
• Hospitals
• Religious organizations
• Organizations devoted to the poor or
to social justice
• Organizations that help animals
A TURN-KEY SOLUTION
We have carefully assembled the
components:
• Our 56 point checklist helps to ensure
the correct steps are taken.
• We have screened a team of estate
planning attorneys, accountants,
and trustees for their expertise and
reasonable fees.
• We’re flexible. If you already have
an estate planning attorney or
accountant you trust, they are
welcome to work with our team.
NEXT STEPS
Contact us. We’ll start with a brief
questionnaire. If you are a good
candidate for G.I.V.E., we’ll walk side
by side with you through the process.
If not, we can offer other solutions.
You only risk a small amount of your
time because we will not charge
you for the initial conversation. After
talking to us, you’ll have a much
better understanding of your financial
situation. We won’t waste your time.
It is better to G.I.V.E. ... and receive
A VETTED STRATEGY
We tested our ideas by meeting
one-on-one with over 50
estate planning attorneys and
accountants. They were asked
to challenge the concept. Were
there holes in the strategy?
What were the drawbacks? The
distillation of this experience has
resulted in G.I.V.E.
We also spoke to charities.
Many were familiar with the
components of the strategies,
and some maintain lists of
attorneys, accountants and other
professionals who specialize
in charitable strategies. We
discovered no one had an
offering quite like G.I.V.E.
GREATER INVESTMENT VIA ENDOWMENT