| For
Immediate Release
Excellence in Giving
Announces Strategic Marketing Agreement with
Kardia For Family Wealth Counseling Services.
COLORADO
SPRINGS, Colo. - September 9, 2008 -
Excellence in Giving, a leading philanthropic
advisory firm, today announced that it has signed
a strategic marketing agreement with Kardia, a
family wealth counseling firm based in
Indianapolis, Indiana.
Kardia
is a family office with a demonstrated track
record of commitment to their client
families, said Al Mueller, president of
Excellence in Giving. While we have long
enjoyed an informal association, it has become
apparent that all our clients would benefit from
Kardias approach to comprehensive
planning.
The
agreement will provide Excellence in Giving
clients with the opportunity to work with Kardia
counselors to develop a customized,
intergenerational family wealth plan. Kardia
wealth plans are designed to enable client
families to minimize tax payments, ensure a
planned lifestyle, determine inheritance
structures, and identify funds for charitable
giving.
Kardia
clients will also be able to leverage Excellence
in Givings advisory services as they
implement their Master Stewardship Plan.
Our
Master Stewardship Plans are designed to enable
our clients to multiply funds available for
giving, said Jay Link, president of Kardia.
Our partnership with Excellence in Giving
will enable client families to make wise
decisions which increase the joy and impact from
their giving.
About
Excellence in Giving (www.excellenceingiving.com) Excellence in Giving LLC,
based in Colorado Springs, Colorado, is a
full-service philanthropic advisory firm designed
to increase the joy and confidence of the
high-capacity giver. The firm is retained by
clients to determine their charitable objectives,
to manage the giving process and structure, and
to provide independent due diligence. For more
information about Excellence in Giving, please
contact us at 719-329-1515.
About
Kardia (www.kardiaplanning.com) Kardia Inc., based in
Indianapolis, Indiana is a family office that
assists affluent Christian families to develop
and maintain an integrated and comprehensive
Master Stewardship Plan that eliminates all
estate and capital gains taxes, dramatically
reduces income taxes, ensures they will be able
to maintain their current lifestyle, passes on
appropriate inheritance to their heirs, and
maximizes their giving to ministries.
Kardias unique Family Wealth Counseling
process is based on a biblical worldview and
includes the spiritual and emotional components
of planning that are often lacking in secular
estate planning services. For more information
about Kardia, please contact 317-831-7200.
For
more information, please contact:
Kate
Courtney
Excellence in Giving
Client Services Manager
Phone: 719.329.1515
kcourtney@excellenceingiving.com
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