Welcome
Mission
Fountain Professional Group, Inc. is dedicated
to assisting the Christian community by providing premier planned giving
services. Our mission is to provide such assistance in recognition of the
fact that all we have - our family, our assets, our very selves - are gifts from
God and these blessings deserve careful stewardship.
As such, careful stewardship calls the Christian
faithful to do the planning necessary to ensure our family's security while also
providing adequate resources to help Christian ministries carry on the Lord's
work. Often times, the stewardship based philosophy will manifest itself
in strategies which enable a donor to increase their personal income, reduce
taxes and pass on the savings to family and favorite charities.
Our role is to be a faithful resource for the
Christian community by providing expert assistance with estate planning and
planned giving services that enable individuals to effectively achieve their
important planning objectives. Unlike other planning groups, we
incorporate Christian planning principles which help people plan their affairs
in a way which honors and upholds their Christian values and family priorities
as well.
If the innovative Christian faith based
philosophy underlying our planning services interests you, we invite you to
explore this site further to learn how we can help you achieve your important
planning goals and objectives.
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Background
Mark Johnson has over 20 years planned
giving experience, and this background enables him to assist clients with a high
level of estate planning and planned giving expertise. Mark Johnson is a
Certified Financial Planner.
Mark Johnson has lectured extensively to the
Christian community on various estate planning and philanthropic related
topics. He is a committed Christian, husband, and father who shares the
values and objectives of the Christian clients he serves.
His professional expertise and Christian
background, combined with the innovative faith-based strategies in which the
company specializes, uniquely qualifies him to assist his Christian clients with
their important estate planning and charitable gift planning
needs.
He is a graduate of North Dakota State
University and the College of Financial Planning. He is a member of
Gideons International, Financial Planning Association, the Christian Stewardship
Association, the National Committee on Planned Giving, National Association of
Christian Financial Consultants, Christian Financial Professionals Network, and
the Christian Legal Society.
W Thomas Fyler, Jr. is a Planned
Giving Specialist. Tom has directed planned giving, major donor,
corporate and foundation capital campaigns for local and national non-profit
institutions and ministries. These organizations include Boys Clubs of
America, the United Way of New York, and for Dr. Reverend Norman Vincent
Peale. He is a member of the Association of Fundraising Executives.
Staff
Mary Johnson is our Office Manager
responsible for the administration of the office. She maintains our
accounting and marketing systems. She is extensively involved in client
servicing. Prior to joining FFG, Mary work for several years for the
American Heart Association assisting in fundraising and deferred giving
support..
Alex Johnson is our Client Relations
Director. He is responsible for maintaining client relations,
providing ongoing client support and technical support. Prior to joining
FFG, Alex was involved in client services in banking and mortgage lending.
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Strategies
Charitable Remainder Trust - With this type of gifting
strategy, you may donate an asset while retaining a lifetime income interest in
the donated asset. A percentage of the total value of the assets in the
Charitable Remainder Unitrust will be paid to you each year. A portion of
the property's value is deductible for income tax purposes since a nonprofit
receives the assets remaining in the trust after your death or after a specified
number of years. In addition, this special type of trust can sell
appreciated assets, tax-free, and reinvest the proceeds of the sale to generate
greater personal income for you.
Charitable Lead Trust - This type of trust is,
essentially, the reverse of the Charitable Remainder Trust since the nonprofit
receives the income generated from the assets placed in the trust. When
the trust ends, the property placed in the trust passes to your heirs. In
most cases, the Charitable Lead Trust will enable you to eliminate estate and
gift taxes on the property placed in the trust.
Charitable Gift Annuity - With a gift annuity you can
transfer a sum of money to a nonprofit and, in return, you receive a guaranteed
lifetime income and tax deduction as well.
Gift From Will or Trust - Often times, people will make
charitable gifts in their will or trust. The benefits of this type of gift
are the ease of setting it up, possible tax benefits and the ability to make the
gift so that the charitable distribution is made after family obligations are
met.
Outright Gifts of Appreciated
Assets - Simple outright gifts of marketable securities, cash and other
assets can enable you to make an immediate impact via a gift which helps a
nonprofit now, rather than later. Outright gifts can also give your
immediate tax benefits as well, depending on whether you itemize your deductions
or not.
Gift of IRA or Other Retirement
Assets - Recent tax law changes have made this type of gift quite attractive
by enabling you to take a tax-free distribution from a retirement asset in order
to make a charitable gift. This gifting strategy can generate substantial
tax savings for individuals with significant retirement assets.
Donor Advised Gift Fund - Similar
to private family foundations, yet much more simple and economical. How
this works is that you can create a gift fund which can provide endowment type
of support to Christian nonprofits. You can even have your children get
involved by enabling them, after you have passed away, to help you decide how
the annual endowment gift is distributed to designated nonprofits. In this
way, you can teach your heirs the important lesson of "giving back" to
support the values and causes you supported during your
lifetime.
People are often surprised at how one of
these strategies can be a very satisfying way to financially support Christian
charity using resources that may otherwise be lost to taxes and other estate
costs. We would be happy to show you how one or more of these planned
giving strategies could enable you to meet your charitable objectives and tax
planning goals. If you would like our assistance, feel free to contact us
using the request for assistance form noted on the menu to the
left.
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Nonprofit Services
We can help your nonprofit with a variety of
strategic planned giving development services, including:
Introductory Level Planned Giving
Services Includes:
Planned giving promotional materials;
creation of informative materials to educate your prospective donors on planned
giving opportunities.
Articles, brochures, appeal/letters,
mailer inserts, and webpage link.
Consultations with donors; telephone or
personal contact
Donor gift proposals; creation of donor
prospect friendly customized planned giving proposals showing your donor
prospect how a particular planned giving strategy could work for
them
Intermediate Level Planned Giving
Services Includes:
Planned giving promotional materials;
creation of informative materials to educate your prospective donors on planned
giving opportunities.
Articles, brochures, appeal/letters,
mailer inserts, webpage link
Information request, mail response
fulfillment
Planned giving seminars, workshops and
presentations; in person outreach to groups of your donor prospects, preferably
via already promoted events using your non-profit's existing communication
apparatus.
Consultations with donors; telephone or
personal contact.
Donor gift proposals; creation of donor
prospect friendly customized planned giving proposals showing your donor
prospect how a particular planned giving strategy could work for
them.
Complete Planned Giving Program
Includes:
Non-profit's planned giving capacity
evaluation; analyze strengths and weaknesses, issue report detailing planned
giving development strategies to implement.
Consultations with non-profit
staff
Non-profit staff and board training;
program to educate board and staff on planned giving and train them on how to
recognize and develop planned giving opportunities.
Planned giving promotional materials;
creation of informative materials to educate your prospective donors on planned
giving opportunities.
Articles, brochures, appeal/letters,
mailer inserts, and webpage link.
Information request, mail response
fulfillment
Consultations with donors; telephone or
personal contact.
Planned giving seminars, workshops and
presentations; in person outreach to groups of your donor prospects, preferably
via already promoted events using your non-profit's existing communication
apparatus.
Donor gift proposals; creation of donor
prospect friendly customized planned giving proposals showing your donor
prospect how a particular planned giving strategy could work for
them.
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Donor Services
The philosophy underlying the planned giving
services we provide is to help faithful Christians achieve their planning
objectives using strategies, which help them support their Christian values and
provide for their family as well.
Typically, our clients are interested in
implementing strategies which assist them in being good stewards of their
resources and family members as well. A properly designed planned giving
strategy helps clients meet objectives of reducing taxes and passing the savings
on to charity and family. Key to the services we offer is implementation
of planning strategies in a manner which upholds our client's values and creates
a lasting impact on Christian ministry and a client's family as well.
If the innovative philosophy which our planning
services are founded on appeals to you, we would be pleased to have the
opportunity to share our insights with you and help you with a strategy which
helps you meet your important goals and objectives.
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Educational Materials
We can help you educate your prospective donors
with a variety of informative and inspirational planned giving marketing
materials, including:
Stewardship Planned Giving
Articles - To insert in your nonprofit's newsletter, magazine or other
mailers. Articles cover interesting topics that educate your supporters on
various planned giving options for them to consider.
Stewardship Planned Giving
Brochures - Covering various planned giving and estate planning areas.
Unlike typical brochures supplied by secular sources, our brochures are uniquely
Christian themed to resonate strongly with your Christian supporters.
Donor Planned Gift Proposal
Creation - We will provide a potential donor, who wants to see "how that
strategy will work for them," a written gift proposal illustration. Using
information provided by your donor prospect, we will prepare a customized gift
plan proposal showing your donor how a specific gift strategy can help them help
you.
Stewardship/Planned Giving
Workshops - Presentations for your donor prospects which educate them on
different planned giving strategies which help them to be good stewards of their
financial blessings. Unlike the generic secular workshops presented by
most philanthropic advisors, our workshops are customized to your ministry and
Christian themed to resonate strongly with your donor prospects.
Stewardship/Estate Planning
Workshop - Presentation on the options available for creating an efficient
and cost effective plan for the transfer of ones estate. We will also
educate them on strategies for making charitable bequests and deferred gifts to
their selected charities. These strategies will help reduce taxes and
maximize the amount going to the family and charity. We will guide them
through the process of implementing their estate documents.
Stewardship Presentation -
Inspirational speakers available to encourage and educate your supporters.
Let us help motivate your supporters to increased levels of planned
giving. Talks can be given at various donor outreach opportunities like
your nonprofit's annual conference, quarterly meetings, donor recognition
events, senior groups, Sunday school classes and other venues.
If you would like our assistance with a faith
based planned giving educational program for your donors, please contact us
using the non-profit request
form.
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