Proposal

Columns

We welcome your inquiry and look forward to customizing a plan tailored to your needs. Please fill out the following information form and click the "Submit Profile" button at the bottom.

General Information
Fraternity/Sorority:
Chapter:
College or University:
Address:
City, State & Zip Code:
Telephone:
E-mail address:
Your Name:
Position:
Address:
(if different from Chapter Address)
City, State & Zip Code:
(if different from Chapter Address)
Telephone:
E-mail address:
Chapter Advisor:
Address:
(if different from Chapter Address)
City, State & Zip Code:
(if different from Chapter Address)
Telephone:
E-mail address:
Housing Corporation President:
Address:
(if different from Chapter Address)
City, State & Zip Code:
(if different from Chapter Address)
Telephone:
E-mail address:

Chapter Information
How many total members are normally in your chapter?
(Include actives and pledges)
What is your estimated annual revenue?
Do you currently have an accountant/financial services firm?

Housing
Does your chapter own or lease a house?
What is the capacity of the house?
Is the house on or off campus?

Food Service
Does your chapter have meals served at the chapter house?
Does your chapter or its employees cook the meals or are they catered?
What is the maximum number of meals served per week?
How many employees does the chapter have?

Which services are you most interested in?

What would be the primary reason for selecting a financial services firm?