 | 3 Dimensional Wealth International
3 Dimensional Wealth International is an association for values based professional advisors who wish to become 'total wealth' managers. Our mission is to provide financial advisors with an on-line/on-demand educational curriculum that adds a new level of psychological counseling to the traditional financial education programs that exist today. Our goal is to help values based advisors distinguish themselves from 'the pack' by uniquely qualifying them to counsel their clients with their 3 Dimensional Wealth™
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 | American Endowment Foundation (AEF)
AEF helps financial advisors establish donor advised funds for their clients as simple, cost-effective and flexible family foundation alternatives. Because AEF does not manage money, financial advisors can manage investments in their clients’ donor advised funds in segregated and separately managed portfolios. AEF is flexible in the type of assets it will accept. Founded in 1992, AEF administers hundreds of donor advised funds for donors around the country.
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 | Foundation Source
Foundation Source is the nation’s leading provider of outsourced support services for private foundations. We handle the “back-office” tasks that foundations don’t have the time, inclination or capacity for… allowing donors, directors, staff and advisors to focus on charitable giving. Services include administration, compliance monitoring, federal and state filings, grants management and much more.
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 | InKnowVision
InKnowVision LLC is a national consulting and marketing firm that develops and designs management and preservation strategies for clients of exceptional wealth. The InKnowVision Institute offers advanced technical and practical education in wealth strategies design and planning to financial and legal advisors. Through periodic conferences, The Institute strives to instill the competence and confidence fundamental to dealing in the high net-worth marketplace with assurance.
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 | The Legacy Companies
Discovery is at the core of all we do at The Legacy Companies. It has revolutionized the way the industry thinks and operates; it has changed the way advisors and clients communicate. The personal Discoveries that your clients make today, and at each moment forward, are the waypoints that not only help set their course…they reaffirm the clarity, relevance and confidence they feel for the direction ahead. Visit www.legacyboston.com or call us directly (888) 649-4591 to learn how the Value of Discovery can transform your business and the results you deliver for your clients.
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 | NACEC
The National Association of Charitable Estate Counselors (NACEC pronounced “Nay-check”) is an international forum that promotes and inspires charitable giving and gift planning. We provide a professional resource for those who wish to engage others in charitable giving.
Join one of the leading organizations which supports charitable giving as an integral part of estate planning. Gain insight and inspiration from hundreds of other members nationwide who share the common goal of increasing charitable giving among all people.
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 | National Philanthropic Trust
National Philanthropic Trust (NPT) is a public charity dedicated to providing philanthropic expertise to donors, foundations, and financial institutions, enabling them to realize their philanthropic aspirations. Founded in 1996, NPT is among the 100 largest charities and one of the top 35 grant makers in the United States. For more information, visit www.nptrust.org.
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 | Permanent Endowment Association of America
The Permanent Endowment Association of America is a membership organization for charities, educational institutions, professional associations, societies and other non-profit organizations that have not achieved permanent economic endowment. PEAA provides permanent endowment planning and implementation services to un-endowed non-profit organizations that become members. PEAA is committed to the creation of perpetually increasing economic endowments for non-profit institutions that support the caring infrastructure of society. PEAA was developed from findings of the 23-year Permanent Endowment Research Project that integrates specific capabilities of the financial services industry for the benefit of un-endowed non-profit institutions.
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 | Renaissance Charitable Gift Fund
Renaissance Charitable Foundation (RCF) was created in the year 2000, and has already grown to $149 million in assets – currently providing donor-advised funds to donors in all 50 states and Canada. RCF serves as the sponsoring charity for over 1,300 donor-advised funds. Renaissance Charitable Foundation partners with Renaissance Administration, an Indianapolis-based charitable trust administration company that was founded in 1987. Renaissance Administration is now the premier provider of charitable gift design and administration services, and is the largest third-party charitable trust administrator in the United States.
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 | SEI
SEI (NASDAQ:SEIC) is a leading global provider of outsourced asset management, investment processing and investment operations solutions. The company's innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. As of June 30, 2007, through its subsidiaries and partnerships in which the company has a significant interest, SEI administers $407 billion in mutual fund and pooled assets and manages $199 billion in assets. SEI serves clients, conducts or is registered to conduct business and/or operations, from more than 20 offices in over a dozen countries. For more information, visit www.seic.com. |
 | Trinity Financial Services LLC
Trinity Financial Services, LLC has been instrumental in the education, growth and development of the Life Settlement Industry, and can provide you with the knowledge, marketing support and training to assist every client who may qualify for a Life Settlement transaction. Our principals have over 30 years combined experience and have developed key relationships with the Life Settlement Industry’s leading institutional purchasing companies. We are highly successful in providing top offers on quality Life Settlement cases, as well as, hard to place niche cases with our exclusive institutional and private funding sources. Therefore, we have an opportunity to secure offers when other companies are unable to compete.
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