• Home
  • About
  • Planned Giving
  • Services
  • AZ State Tax Credit
  • Videos & Blogs
  • Speaking
  • Contact Us
  • Customized Content
  • More
    • Home
    • About
    • Planned Giving
    • Services
    • AZ State Tax Credit
    • Videos & Blogs
    • Speaking
    • Contact Us
    • Customized Content

  • Home
  • About
  • Planned Giving
  • Services
  • AZ State Tax Credit
  • Videos & Blogs
  • Speaking
  • Contact Us
  • Customized Content

Customized Content For Business Owners and advisors

 We offer tailored, actionable insights specific to your unique needs. We create content that elevates your knowledge and client engagement, ensuring more effective strategies and a higher return on investment than generic, one-size-fits-all solutions. 

Find out more

All-encompassing content By Tiffany T House

Tiffany T. House, CAP, CEPA, FCEP, uses her expert knowledge to create content that meets your goals

Educational Client brochures

Tailored to meet the unique needs of each audience, offering personalized information, engaging visuals, and clear messaging to effectively communicate the value of educational services. 

Tools Matrix

Designed to align with specific business needs, providing a clear and organized framework to compare and evaluate different tools, ensuring the most effective solutions are chosen for optimal performance.

Video Eduacation

Crafted to address the unique learning needs of individuals or groups, offering tailored content, interactive elements, and flexible formats that enhance engagement and ensure effective knowledge transfer. 

Graphics

Visually communicate a brand's message, tailoring colors, styles, and elements to resonate with the target audience and enhance the overall user experience and comprehension.

Slideshows

Expertly designed to present information in a visually engaging and tailored format, ensuring the content aligns with the audience’s needs and enhances the overall presentation experience. 

Documents

Specifically tailored to meet the unique requirements of each client, ensuring the content, design, and structure align perfectly with their goals and messaging needs. 

How - To Guides

 Carefully crafted to provide step-by-step instructions tailored to the specific needs of the user, ensuring clarity, relevance, and ease of understanding for effective learning and application. 

Content Topics

This list is not an all-encompassing List!

  • Tax Advantaged Strategies for Business Sales
  • Estate Tax Sunset 
  • IRA Stretch Trust and Smart IRA Planning
  • Wealth Transfer Strategies
  • Charitable Trusts Made Simple
  • More Assets Under Management with Charitable Conversations: Advice + Generostiy + Greater AUM
  • How to Use a Charitable Remainder Trust with Capital Gains Taxed Assets 
  • Legacy Planning
  • Asset Protection
  • Real Estate Diversification
  • Retirement Income using Charitable Stategies
  • Nothing is Certain Except Death and Taxes
  • Creating a Family Culture of Philanthropy
  • How to Establish a Planned Giving Program
  • Smart Planning with Real Estate Assets
  • Crisis Creates Planned Giving Opportunities
  • Family Philanthropy
  • Nothing is Certain Except Death and Taxes
  • Creating a Family Culture of Philanthropy 
  • How to Establish a Planned Giving Program
  • How to Plan with Real Estate Assets
  • Crisis Creates Planned Giving Opportunities
  • Save More by Giving More
  • Owner Preparation for Successful Transition
  • Alternatives to a 1031 Exchange 
  • Secrets of Engaging Professional Advisors 
  • Gift Planning Tools for Advisors 
  • No Risk No Fear, Your Real Estate Gift Team is Here 
  • Is the Perfect Business Exit a Myth? 
  • Why Planned Giving 
  • Cash is for Amateurs 
  • Family Meetings 
  • Charitable Alternative to a 1031 Exchange 
  • The "Grateful" Dead 
  • Charitable Roth IRA Conversions 
  • How to Ignite a Planned Giving Program 
  • Charitable Trust Case Studies Board Fundraising  
  • Improved Applications for Charitable Trust in the New Tax Code 
  • Donor Advised Funds, Friend or Foe  
  • Planned Giving Tools and Tactics 
  • Planned Giving Conversations 
  • Board Development 
  • Planned Giving for Nonprofit Boards 
  • Sustainability Through Endowment 
  • Charitable Planning Case Design  

How to receive content:

1. Inquire

3. Recieve and pay

1. Inquire

Send us an email including:

  • Content Category
  • Content Topic
  • Amount of content
  • Customizations
  • purpose

Send Inquiry Email

2. Quote

3. Recieve and pay

1. Inquire

We will reply within 48 hours with a confirmation of content, duration of creation, and pricing.

view Payment Chart

3. Recieve and pay

3. Recieve and pay

3. Recieve and pay

We will send you an email preview of your content with an invoice for the agreed-upon amount and date. After you pay (online or through an app), we will transfer your content to you!

You can Pay Here!

Content Inquiry

Get your customized content created!

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Please Include:

Your Name and Contact Information

Content Category

Content Topic

Amount of Content

Customizations

Purpose and Goals

THANK YOU FOR YOUR INTEREST!

Tiffany@GiftPlanningInstitute.com

(480) 242-9956

Copyright © 2020 Gift Planning Institute - All Rights Reserved.

Powered by