Planning from
the Heart:
Your Legacy.
Our Expertise.

Why Use the Capital Dividend Investment Program

  • A Sound investment
  • An Internal Planned Gift
  • A Proud Legacy

By improving on a product that has been in the market place for more than 100 years and customizing it as a solution to the challenges faced by modern-day charities, the Charitable Partners Group is able to create a vision, an income producing investment and a self-funding eternal legacy – with little to no risk to your organization. 

Developed by the experts at Charitable Partners Group, the Capital Dividend Investment Program (CDIP) provides your organization with a strategy that secures your future while reducing your risk profile. It enhances investment and income returns while at the same time allowing staff to focus on  short term fund raising needs. Your ability to ability to demonstrate a vision, plan and security for the future also helps motivate supporters to join you in succeeding.
 
The Capital Dividend Investment Program was not designed to take over the management of an endowment fund. The CDIP is funded only with a small percentage of your endowment, fund raising, existing capital or operating cash flow. How the program is funded depends on your organization and your vision for the future. We believe the CDIP can be successful without affecting today’s needs.  
 
What your organization can  achieve with the Capital Dividend Investment Program:
 
1. Cash returns equal to a traditional fixed income investment.
 
2. Income 50 to 75% higher than the same traditional investment.
 
3. A substantial instant legacy that grows annually.
 
4. Cash flow to sustain programs or to reinvest.
 
5. An investment with little or no risk allowing you the pleasure of ignoring the roller coaster ride of the headlines. No negative returns.
 
6. Easy to establish and manage.
 
7. A long term self-funding legacy.
 
8. A catalyst to external planned giving.
 
9. A long list of benefits ranging from a catalyst to supporting the life cycle of buildings and equipment, to securing government funding.
 
We can provide you with a complete proposal detailing how the Capital Dividend Investment Program can work for your organization. To first step is simply to contact us and we will be pleased to arrange a visit to discuss who we are, what we can do and how we can proceed. All at no cost or obligation to you.
 
Isn't it time for a new vision for prosperity?