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Client Referral Program

Our Client Referral Program

To help more nonprofits experience the benefits of the Financial Technologies & Management services, software, and training, we offer a client referral program for our current referral partners and clients.

How the Client Referral Program Works

1. Fill out the referral form, authorizing Financial Technologies & Management to use your name and organization name when contacting your referral.

2. For each qualifying organization you refer, you will receive a $25 VISA Gift Card.

3. If your referral becomes a FTM client, you can select to receive either a $250 professional referral fee or a $500 donation to your organization or the referred organization. You decide which option works best for you or our client.

We appreciate your referral and we will contact referred organization.

We have established this program to thank you for your time and help to serve our clients and the community.

Contact our team for more information about our referral program, or to arrange financial management training for yourself or your team. We proudly serve residents of Indianapolis, IN, and surrounding areas.

Referral Form

Fields marked with an * are required


By participating in our program, you agree that we shall make the final determination as the whether any referral has meets requirements to be considered a qualified referral. Participants in the program agree to complete and submit a W-9 tax form upon request.

We want to hear from you!

Please fill out this form and let us know how we can be of service. We will happily offer you a free consultation to determine how we can best serve you.

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