Tax Exempt Opportunities is a searchable database of over 1 million foundations, endowments, churches, hospitals, schools and other non-profits nationwide.  The CD-ROM includes all the same features as our other searchable databases.  Tax Exempt Opportunities opens the door to a market niche with trillions in assets and revenue!

Sales Idea:

Everyone wants to work with a large group of wealthy and influential investors.  The difficulty has always been getting them to attend a seminar.  These are generally not the types of individuals who respond to such solicitations.   Here’s how you can use Prospects of Wealth and Tax Exempt Opportunities together to attract millionaires and multimillionaires to your seminars.

Look up a prominent local charity using Tax Exempt Opportunities.  Contact the Director and let him know that you’re planning a seminar with several of the community’s wealthiest individuals.  Ask if he’d like to speak at the seminar for about 15 minutes, telling attendees about all the wonderful things they’re doing with donations.  Will he want to attend?  Absolutely!  These organizations exist solely for the purpose of raising money and supporting their cause.  It would be foolish not to attend, especially since you’ve offered to pay for invitations, refreshments and the banquet hall!  What does he have to lose?

Using your Prospects of Wealth database, invite all of the local millionaires and multimillionaires to a special seminar on “Charitable Remainder Trusts in conjunction with the XYZ Foundation”.  Use the credentials of the foundation to attract attendance.  Your audience will surely perceive this as much more than just another investment seminar.  Not only will you attract new clients, you also may end up raising a significant amount of money for the charity!  Assuming all goes well, you may create a future opportunity to manage the assets of the foundation’s existing donors, or even the assets of the foundation itself!              

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