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This week we are featuring Mark A. Trewitt, CLU, ChFC, Founder and President of Integrated Financial Solutions Group, Plano, TX.
Mark has authored a book entitled “Integrated Generosity for Faith Based Families” that should resonate with every user of InsMark products, regardless of their faith orientation as the planning principles are universal for charitably minded clients.
It is with great pleasure that I am providing you access to the 21-page Chapter 7 titled “Hockey Sticks, High Net-Worth Permission Slips, and Achieving Maximum Impact for Smaller Estates”. Mark is a veteran InsMark / Wealthy and Wise® user. In the case studies contained in this chapter of his book, he provides exceptional examples of the flexibility and power of Wealthy and Wise (including graphics), in respect of modeling and projecting client planning scenarios and outcomes.
I recently received my copy of Integrated Generosity, and have found it to be a stunning evaluation of strategic philanthropy. The book is specifically directed at High Income / High Net Worth business owners and families who are of Christian faith, but it contains powerful thoughts and examples for those of any faith who wish to increase the impact of their generosity during their lives, but need a “roadmap” to do so. The sub-title of the book “Moving from Involuntary Philanthropy Toward Intentional Stewardship and Directed Generosity” is one that Mark hopes is easily “decoded”.
Mark has shared with me his plans for a “broader” edition of the book that is not faith specific, with an anticipated publication date of 2017, which will incorporate contributed content from some of the most well-known and respected authorities in philanthropy and generosity space. I’ll let you know when it’s available.
Integrated Generosity is a book that will likely end up in the hands of your faith based clients, as numerous Christian ministries are lining up to send this book to their boards and “champion” donors to stimulate conversations on generosity and planned giving. Wouldn’t you rather they receive that message from you? Mark has agreed to extend the ministry bulk volume pricing to any InsMark user and/or Blog subscriber.
You can review additional information at www.integratedgenerosity.com. There you may register for the full eight-segment white paper series (excerpts from the book), or purchase your own copy of “Integrated Generosity for Faith Based Families” (e-book or paperback). At the very least, connect with Mark via LinkedIn and follow “Integrated Generosity” via the LinkedIn company page.
Marketing Assistance: If you wish to be a part of local “implementation teams” to respond to requests for planning assistance from prospective clients in your area who have read “Integrated Generosity for Faith Based Families”, please contact Mark through the website above.
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