charitablebuckets.com

Ronald D. Philgreen, CLU, ChFC

The Charitable Bucket Man With Twenty-Three Charitable Bucket 

 Strategies In Inventory Spread Over Nine Major Fields Of Estate, Tax And Financial Planning...

                                  Can We Build One For You?.

    THE CHARITABLE PLANNING INSTITUTE, INC.

        A Registered Investment Advisor

"Where Involuntary Philanthropy Converts To Voluntary Philanthropy"

P.O. Box 23506, Shawnee Mission, KS 66283-0506

Phone 913-402-8900 / FAX 913-402-9883

eMail: ronphilgreen@charitablebuckets.com / www.charitablebuckets.com

 

 

 

THE QUESTION IS...

 

 

SHOULD YOU CONSIDER

CHARITABLE TAX PLANNING?

 

 

If you have all the traditional exposures to

"Involuntary Philanthropy"

Including income taxes, long term capital gains taxes,

estate and inheritance taxes,

IRD (income in respect of decedent) taxes

 

AND

 

YOU HAVE A HEART TO GIVE TO

CHARITABLE ORGANIZATIONS AND NON-PROFIT MINISTRIES

 

THEN YOU MIGHT BE A VERY QUALIFIED CANDIDATE

TO CONSIDER WHAT CHARITABLE TAX PLANNING

CAN DO FOR YOU.

 

If you would like more information

We are a "click away" at

ronphilgreen@charitablebuckets.com

The Charitable Planning Institute, Inc. Is a Registered Investment Advisor Firm (RIA)

In The State Of Kansas, CRD #116468

Ronald D. Philgreen, CLU, ChFC holds a Series 65 Securities License 

In the State Of Kansas, CRD #362381

And Is an Individual Account Representative (IAR) For The Charitable Planning Institute, Inc,