Coordinated Financial Services is a national organization serving the nonprofit marketplace in two areas;
1-Supplemental Benefit Planning for senior executives - Tax free to the executive and full recovery of deposits to employer.
Coordinated Financial Services (CFS)
specializes in two primary areas of financial services for the nonprofit
world. One is the creation of multi-million dollar charitable planned
gifts. These major gifts can be created at no out of pocket cost to a
qualified donor. The second area of specialty is executive supplemental
benefit planning for nonprofit executives. The participant receives
highly tax-favored benefits while creating a legacy for the sponsoring
organization. Our services can help a nonprofit organization raise
significant funds to support its mission. Our dedicated professional
staff will help every step of the way.
- Strategic Life Income
- Supplemental Benefit Programs
- Executive Benefit Plans