Helping Non-Profits Raise More Money

1. John K. Bahr,WMS Helping Non-Profits Raise More Money Through Donor Education 249 E Hwy 54, Suite 300 | Durham, NC 27713 919-493-6043 | 888-228-0931 John.Bahr@RaymondJames.com | www.JohnKBahr.com www.MyFamilyFoundation.org Certified Investment Management Consultant

2. Your Planned Giving Team Raymond James Pooled Income Fund Charitable Gift Annuity Objective Insurance Experts Corporate Trust Services Concentrated Stock Planning Charitable Endowment Fund Client and Charitable Organization John Bahr & Team Local CPA Local Estate Attorney Personalized Wealthcare (Estate & Gifting) Financial Plan Charitable Partners Program

7. “ Are We on Track if We Give?” Monitoring Your Progress… As financial markets, financial goals and priorities change, we monitor your progress on an ongoing basis. The Wealthcare process identifies in advance the future portfolio values needed to maintain balance between confidence and undue sacrifice. This monitoring process enables us to track where your current portfolio falls so we can alert you of potential problems, or help you achieve additional goals you may have. Additionally, this dynamic process recognizes that throughout your life, goals and priorities change. In such cases we will design new recommendations for you. 54 55 56 57 58 59 60 61 Age $3,000,000 $1,800,000 $200,000 Sacrifice Uncertain The investment profile is hypothetical, and the asset allocations are presented only as examples and are not intended as investment advice. Please consult your financial advisor if you have questions about these examples and how they relate to your own financial situation. Your Portfolio

8. Helping you to confidently achieve your charitable goals without worry of sacrificing your quality of life Your Recommended Goals are custom designed based on your priorities . This recommendation is designed to avoid undue sacrifices to your financial lifestyle and if possible avoid unnecessary investment risk. With these objectives in mind, our recommended goals and investment strategy falls within balance so that you can be confident that any future modifications to your goals will be moderate and manageable through ongoing monitoring. The investment profile is hypothetical, and the asset allocations are presented only as examples and are not intended as investment advice. Please consult your financial advisor if you have questions about these examples and how they relate to your own financial situation.

12. John K. Bahr, WMS Certified Investment Management Consultant Raymond James Private Client Group 249 E NC Hwy 54, Ste. 300Durham, NC 27713 888-228-0931 [email_address] www.MyFamilyFoundation.org Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC, an independent broker/dealer, and are not insured by FDIC, NCUA or any other financial institution insurance, are not deposits or obligations of the financial institution, are not guaranteed by the financial institution, and are subject to risks, including the possible loss of principal. Helping Non-Profits Raise More Money Through Donor Education