Www.givinggroup.com The Vision & Opportunity a conversation with www.cvcia.org Presented By: Michael L. Canney Inventor 4333 Greenwood Drive Des Moines,

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Presentation transcript:

The Vision & Opportunity a conversation with Presented By: Michael L. Canney Inventor 4333 Greenwood Drive Des Moines, IA Home Office: Work:

Investment and/or Credit/Debit Card Advisor Charitable Liaison Foundation For Giving: Donor Advised Fund (DAF) Patented “Fee Split” Process.50 BP Giving Group Foundation for Giving % Card Spend Merchant Rebate

Investment and/or Credit/Debit Card Donor Advised Fund / Grant: FBO Charity Charity Foundation For Giving: Donor Advised Fund (DAF) Patented “Fee Split” Process.50 BP Giving Group Foundation for Giving % Card Spend Merchant Rebate

What is the opportunity?  A new potential process for financial product, including:  Mutual Funds  Annuities  Brokerage accounts  Investment accounts  Trusts  Life Insurance  Credit/debit cards

Thank You The Ask Letter of interest on behalf of CVCIA Grant towards development of web prototype