|
Trust Fund Issues
Cemeteries and their various trust fund needs are both a point of compliance as well as profit management.
Our experience will help a cemetery owner or board to assess their trust fund management, pertaining to both Proper Endowment/Perpetual Care trust management and Merchandise and Service Trust concerns
We can help perform complex due diligence to assure you that the trusts are properly funded when making an acquisition or before selling.
The confirmation of the trust amounts may be correct for state law and compliance, however in reality; this could be very under-funded. We have worked with many properties to make certain that they are funding for the stewardship responsibilities and not just the compliance needs.
Outreach Offerings
To some, a cemetery is a somber location, and to others, it is a portal to bring the community together to celebrate the lives of generations passed. These outreach opportunities are incredible cathartic occasions as well as beneficial business events. Our role can be to help you discover these programs and maximize their results.
Programs can be on your physical site or another physical site. They can also be virtual events and allow people to avail themselves of these proceedings on-line, 24 hours a day.
We can show you how to carry off these programs and establish top notch sales prospects at a fraction of your normal lead cost. After all, your stewardship responsibility is to the care of the entrusted human remains and to the survivors. Let us show you how to excel at the latter with little or no cost.
I simply wanted to drop you a line and thank you again for the work that you did for Popkess Mortuary Inc. and the presentation that you provided us. I believe, without hesitation, that I also speak for the Popkess’ family when I say that I found your material to extremely valuable to us. I appreciate your frankness and candor, and I believe we can comfortable include your findings in our continued analysis. I very sincerely appreciate the opportunity and greatly enjoy working with companies and individuals that conduct their business as you have.
(William R Schone, Accounting & Computer Services, Inc).
|
