Start the GIVE Process

START the GIVE Process

While it may be better to give than to receive — with GIVE charitable strategies — you can do both.

The GIVE Alliance is all about securing your retirement and protecting your estate for your heirs — all while helping others through your favorite charities. Eager to learn how you may be able to increase your liability protection and potentially save or even eliminate capital gains and other taxes?

It’s as easy as 1-2-3:

step 1 - GIVE

Initial Evaluation

Interested in finding out more about the GIVE Alliance? Contact us today and we’ll begin with a brief questionnaire to determine whether you are a candidate who may benefit from the GIVE suite of financial strategies. After a brief review of your present financial position, we’ll be able to identify strategies which benefit you best — whether it’s through the GIVE Alliance, or another of the many financial strategies offered by Compass Financial Group.

step 2 - GIVE

We Help Coordinate Everything

Once you decide that you are a good candidate who can benefit from working with the GIVE Alliance, that’s it! The GIVE strategies can be implemented as a turn-key solution. Simply put, we handle everything that needs to be done for you! We’ve carefully assemble all the components through an exhaustive 56-point checklist designed to ensure that you’re covered every step of the way as we implement the GIVE strategies for you.

step 3 - GIVE

You're Still In Control

Trust and reliability is everything, which is why Compass Financial Group has pre-screened a team of skilled estate planning attorneys, accountants and trustees renowned for their insight, expertise and reasonable fees. But, since this is your money and your future — we like to remain flexible. Already have professionals you use and trust? They’re welcome to work with our team, because the GIVE Alliance and suite of financial strategies is designed for you.

If you are ready to start your journey to pursuing significance please call us at 614-791-0093 or email us at info@compassfg.com.