Sentences with phrase «charitable goal planning»

Not exact matches

Fidelity Charitable is an independent public charity that allows donors to establish a dedicated donor - advised fund to support their favorite charities in the short term and create a systematic plan for longer term philanthropic goals.

Additionally, Ms. Johnson partnered with estate attorneys, accountants and stock plan specialists to deliver holistic guidance around clients» executive compensation, generational wealth transfer needs and charitable giving goals.

The goal of planned giving is to help donors plan their estates and charitable giving in ways that benefit both the donor and the charity.

You can use your life insurance plan to fulfill your charitable goals and the needs of the animals of Out of the Woods.

We will be happy to assist you and your advisors with your plans to fulfill your charitable goals.

The Museum recommends discussing your gift and estate plans with your own legal and financial advisors to ensure your personal and charitable goals are wisely met.

If their income allows, some, too, opt to purchase a permanent life insurance policy as well to meet other financial goals, including estate planning or charitable giving.

Medical Sales Respresentative — Duties & Responsibilities Experienced manager with a background in sales, marketing, and customer service Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Set and strictly adhere to departmental budgets and timelines Design and implement comprehensive marketing campaigns and all collateral materials Direct company charitable events creating community goodwill and respect for the brand Author and distribute company newsletter, press releases, and other official correspondence Consistently meet or exceed sales goals through networking, in personal sales, cold calling, and other tactics Generate company record of $ 8 million in sales while doubling client base Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Collaborate with junior level sales people to develop action plans to govern their performance Develop and lead training in customer service and sales best practices resulting in enhanced team skill sets Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen relationships with key clients, partners, and community leaders Provide exceptional customer service resulting in client satisfaction and repeat business Serve on multiple strategic planning committees to guide business development initiatives Represent company brand with poise, integrity, and positivity

A Select Team of full time, career driven real estate professionals working in a competitive, goal oriented environment to compete and be rewarded for positive attitudes and performance, always striving to achieve the highest level of success by setting realistic personal, professional and charitable goals, establishing a plan to achieve these goals and working tirelessly to accomplish them.