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www.givinggroup.com The Vision & Opportunity a conversation with www.cvcia.org. Presented By: Michael L. Canney Inventor 4333 Greenwood Drive Des Moines, IA 50312 Home Office: 515-279-6750 Work: 515-283-7038 [email protected]. Patented “Fee Split” Process. - PowerPoint PPT Presentation
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www.givinggroup.comThe Vision & Opportunity
a conversation with www.cvcia.org
Presented By:
Michael L. Canney
Inventor
4333 Greenwood Drive
Des Moines, IA 50312
Home Office: 515-279-6750
Work: 515-283-7038
Investmentand/or
Credit/DebitCard
Advisor
CharitableLiaison
Foundation For Giving:
Donor Advised Fund (DAF)
Patented “Fee Split” Process
.50 BP
.50 BP
.50 BP
Giving Group
Foundation for Giving
% CardSpend
MerchantRebate
Investmentand/or
Credit/DebitCard
Donor Advised Fund / Grant: FBO Charity
Charity
Foundation For Giving:
Donor Advised Fund (DAF)
Patented “Fee Split” Process
.50 BP
.50 BP
.50 BP
Giving Group
Foundation for Giving
% CardSpend
MerchantRebate
What is the opportunity?
A new potential process for financial product, including:Mutual FundsAnnuitiesBrokerage accountsInvestment accountsTrustsLife InsuranceCredit/debit cards
•Thank You www.cvcia.org
The Ask
•Letter of interest on behalf of CVCIA•Grant towards development of web
prototype
