CharitablePlanning.com Website Branding for Organizations

Options for your website.

Introduction
Product Options
Branding
Pricing
Billing
Required Information
Specifications
Implementation
Agreement
Questions?

Introduction

At CharitablePlanning.com ("CPC"), we recognize the need for organizations to provide a destination site for their donors and membership. Such organizations wish to present valuable content to their members, and establish a loyalty and trust which keeps those members coming back.

CPC provides content and tools to our affiliate organizations' websites so users can have access to professional commentary, calculators and other tools. This is accomplished through a cost-effective private labeled website functionality as well as a private labeled email newsletter, which maintains the organization's look, feel, and layout, yet quickly and affordably integrates CPC content.

Product Options

For an organization, there are several product options: website & newsletter, handbook and charitable calculations.

Website & Newsletter

The website and newsletter is our most basic option. This allows you to show CPC content on your organization's website. The website includes some commentary (articles, case studies, current events and speeches & outlines) as well as access to tools like the CPC Glossary, forms and documents, related links and the advanced search. The newsletter is a fully-customizable weekly email publication which provides a simple digest of relevant and timely news from the substantial volume of information in the charitable arena. The newsletter is published with your organization's look and feel, in addition to a personal lead-in statement.

CPC Handbook Component *

The handbook is a guidebook for charitable planning. This resource is for the beginner and expert alike because it provides the reader with an overview in layman's terms as well as more detailed and technical explanations.

* Please note that the CPC Handbook is not yet completed but should be available shortly.

CPC Calculations Component

We provide a clean and intuitive interface for many calculations including Charitable Remainder Trusts, Charitable Lead Trusts, Pooled Income Funds, Gift Annuities, and Retained Life Estates. These calculations can be used for planning and presenting scenarios to your potential donors.

Branding

Branding allows you to promote your organization while providing your users with valuable content from CPC. With minimal effort, we can display our text on your website with your organization's colors, logo and layout. See the examples from our sample XYZ Charity site below.

Homepage	Newsletter
Sample Commentary 1	Sample Commentary 2	Sample Commentary 3

Types of Branding

There are two types of branding: standard and premier.

Standard Branding

Standard branding includes your organization's branding for the newsletter and a website log in page only.

Premier Branding

Premier branding includes your organization's branding for the newsletter, the website log in page, and the website.

Pricing

Product	Number of Users	Cost
Website & Newsletter Minimum Purchase (50% more for Premier Branding)	Minimum of 100 users Up to 1000 users Up to 2000 users Up to 3000 users More than 3000 users	$295.00 $2.70 per user $2.45 per user $2.20 per user $1.95 per user
CPC Handbook Component * Additional Cost	Minimum of 100 users Up to 1000 users Up to 2000 users Up to 3000 users More than 3000 users	$200.00 $1.75 per user $1.50 per user $1.25 per user $1.00 per user
CPC Calculations Component Additional Cost	Minimum of 100 users Up to 1000 users Up to 2000 users Up to 3000 users More than 3000 users	$250.00 $1.00 per user $0.85 per user $0.70 per user $0.55 per user

* Please note that the CPC Handbook is not yet completed but should be available shortly.

The above prices are annual fees. The Website & Newsletter is the minimum purchase. The CPC Handbook Component and/or the CPC Calculations Component may be purchased at additional cost.

Billing

Except for the annual fee, organizations are back-billed based on the number of users who have used the site in the last 3 months. This means that your organization will only be charged for subscriptions that are in use. The organization will be charged the same amount for a user who has registered at the beginning of the quarter as for a user who has registered for the site at the end of the quarter. There will be no prorating. Organizations will also be charged (via credit card) for users whose subscriptions are disabled during the prior quarter. After the quarter, the organization will not be charged for the disabled subscriptions.

Refunds

CPC does not issue refunds.

Subscriptions

The organization is responsible for disabling any unwanted or unused user subscriptions. Subscriptions may be disabled at any time.

Required Information

To configure the system, CPC will need the information listed below. Please fill out the data import form and send it to admin@charitableplanning.com.

Organization Information

• Name of organization (such as "XYZ Charity")
• Abbreviated name of organization (such as "XYZ")
• Address of organization's headquarters

Product Information

• Products organization wishes to purchase
  • Website & Newsletter (minimum)
  • CPC Handbook Component
  • CPC Calculations Component
• Type of branding organization wishes to purchase
  • Standard Branding, or
  • Premier Branding

Non-Technical Information

• Name of Lite Brand (such as "Charitable News and Commentary")
• Name of Professional Brand (such as "Charitable News and Commentary Pro")
• Email address from which to send emails (such as "no-reply@xyzcharity.com")
• List of users, including their first names, last names, email addresses and (optional) usernames

Technical Information

The following pages must comply with the specifications described in the API documentation below.

• URL of organization website
• URL of organization "favorite" icon (example)
• URL of website shell file (example shell file for the XYZ Charity sample site)
• URL of default email shell file (example email shell file for the XYZ Charity sample site)
• URL of newsletter shell file (if different than above)
• URL of modified copy of CPC's email CSS file

Specifications

Please see the Website Branding API Documentation.

Implementation

Branding is a partner proposition. Once the product has been purchased, it will take us just a few hours to set things up on CPC's end. Your organization will have a few things to do a well. Generally, the entire process takes about one week.

Agreement

CPC will provide selected products. The Organization will pay CPC according to the schedule. The Organization and its users will conform to the Terms of Use.

Questions?

Please contact info@charitableplanning.com with any comments or questions.