Archive for September, 2006

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Pension Protection Act Download

Some of you have been asking to download the video. Here is a zip file that must be placed on your hard drive or CD-Rom exactly as it is unzipped. Click on the engineplayer.exe file to run the video.
Click here to Download

Posted by Robert Pierce on Sep 25th 2006 | Filed in Education | Comments Off

Compliance Approval on 1031 Powerpoint

Here is the GEAR compliance approved powerpoint presentation. The approval number is 2006-6356.
Click here to Download

Posted by Robert Pierce on Sep 21st 2006 | Filed in Education | Comments Off

Pension Protection Act Video

Many of you have been a asking for a simple presentation of this newly signed legislation. You can use this for meeting with your March of Dimes representatives and their existing donors.

Some of you will want to show this to new charities and point out the need for marketing in this area.

Stay tuned for a marketing campaign discussion at the Kansas City Conference.

Click here for the link.

Posted by Robert Pierce on Sep 18th 2006 | Filed in News | Comments Off

Tandem Flash File

Click here to Download

Posted by Robert Pierce on Sep 15th 2006 | Filed in Uncategorized | Comments Off

Updated Phoenix Conference Documents

Many of you have been asking for the documents we discussed and provided in Phoenix. The Thank You note has a revision to it (as requested by GEAR compliance) for the 1031 document section…and the price list is new from Printing Resources.

Click here to Download

The zip file contains the following document templates:

2006 CPS Calendar of Events.pdf

CPS Seminar Report.doc

Donor App. Agenda.pdf

Seminar Implementation TaskSheet.pdf

Seminar Invitation Requirements.pdf

CPS Seminar Report.doc

Pi_CPS pricelist.PDF (new)

Thanks.doc (new)

Posted by Robert Pierce on Sep 8th 2006 | Filed in Conference | Comments Off