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 Kardia’s 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 Giving’s 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. Kardia’s 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


 
 
 
     
Excellence in Giving - 512 South Tejon St. Suite 200 - Colorado Springs, Colorado 80903
719.329.1515 -
info@excellenceingiving.com - www.excellenceingiving.com