The Leverage Your Gift initiative grew out of our increased involvement in serving families with their gift planning through our firm, BlueMark Advisors. We learned that many families had the desire to create a legacy with a lasting impact but needed independent professional guidance to develop a strategy to use their resources most effectively. "Leverage" is using a given amount of force to achieve a greater result - we could see that this rule of physics applies to using one's treasure to have a greater impact.
LeverageYourGift.com was designed to help families learn more about creating that lasting legacy. On our pages here, you will find an abundance of resources for your family that will help answer some of your questions or even figure out what questions to ask as you get started.
Our role as independent philanthropic planning advisors is to first listen to you and learn what your unique aspirations and challenges are for creating your legacy. The array of planning techniques and tax strategies can be daunting, but we help you evaluate what will work best for you. We offer independent philanthropic planning advice, and can also work with your other advisors to help pursue your legacy.
Mark Kluge has been serving families since 1983 in developing comprehensive wealth and risk management strategies with a strong focus on inter-generational wealth transfer and charitable estate planning. Mark serves on the professional advisory councils of numerous non-profit organizations, colleges and universities and is a member of the Partnership for Philanthropic Planning, the Planned Giving Council of Upstate New York, the Estate Planning Council of Rochester, and the Society of Financial Services Professionals. Mark earned a B.A. from Colgate University and holds the Chartered Life Underwriter® (CLU®) and Chartered Advisor in Philanthropy® (CAP®) designations from The American College and the Accredited Estate Planner® (AEP®) designation from the National Association of Estate Planners & Councils. He serves on the Executive Board of the Estate Planning Council of Rochester and is a member of the Planned Giving Council of Upstate New York, the Society of Financial Services Professionals and serves on the professional advisory councils of numerous non-profit organizations. Mark is a founding partner in BlueMark Advisors.
Cynthia Proano has been actively involved with financial, estate and charitable planning for individuals and families since 1984. Cindy was a Vice President with JPMorgan Chase Bank where she held a succession of management positions in the trust, estate and wealth management group during her 22 years with the firm. Before her joining JPMorgan, Cindy was a financial planner with an advisory group in Rochester, specializing in planning for business owners. Cindy currently serves on the Executive Board of the Seneca Waterways Council of the Boy Scouts of America, is an honorary Board Member of Visiting Nurse Service of Rochester, a Board Member of the Estate Planning Council of Rochester, and a member of the Planned Giving Council of Upstate New York. Cindy earned a B.A. from Case Western Reserve University, an M.B.A. in Finance from the University of Connecticut, and holds the Certified Financial Planner™(CFP®) designation from the College for Financial Planning. Cindy is a professional at BlueMark Advisors where she provides administrative support.
The team at LeverageYourGift.com is aligned with some of the best minds in the
philanthropic planning field offering new and dynamic advanced planning solutions:
Maurice J. Sturm, JD
Maurice Sturm serves client advisors focusing on charitable estate and trust planning, senior executive benefits planning for closely held and public companies and succession planning for owners of closely held businesses. Mr. Sturm graduated with honors as an accounting major from Bryant College and also graduated with honors from the University of Connecticut, School of Law.
Randy Zipse, JD, CPA, AEP
Co-author with Stephan R. Leimberg of Tools and Techniques of Charitable Planning, Randy is a frequent speaker at industry events including the Heckerling Institute on Estate Planning, NYU Tax Institute, and the Hawaii Tax Institute.
Securities offered through Securities America Inc., Member FINRA/SIPC. Advisory Services offered through Securities America Advisors, Inc. BlueMark Advisors and Securities America Companies are separate companies. Mark Kluge is licensed to discuss and/or sell securities in the following states: CA, FL, MA, NY, OH. Securities America and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax and/or legal advisor regarding your specific situation.