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  

OUR PREFERRED PROVIDERS 

For Third Party Charitable Trust Administration 

The Charitable Trust Administration Company, Inc.

7261 Engle Road, Suite 202

Cleveland, OH 44130

1 (800) 562-2045

(www.ctacadmin.com)

 For Life Insurance And Fixed Indexed Annuities 

Creative Marketing, Inc.

11460 Tomahawk Creek Parkway
Leawood, KS 66211

1 (800) 992-2642

(www.creativemarketing.net)

 For Public Umbrella Foundations

For Your Donor Advised Fund Family Foundation

The New Horizons Foundation, Inc.

4570 Hilton Parkway, Suite 302

Colorado Springs, CO 80907

1(800) 531-4075

(www.newhorizonsfoundation.net)

The Renaissance Charitable Foundation, Inc.

6100 W. 96^th Street, Suite 105

Indianapolis, IN 46278

1 (866) 803-0389

(www.rcgf.org)

The American Endowment Foundation, Inc.

1521 Georgetown Road, Suite 105

Hudson, OH 44236

(www.aefonline.org) 

For Custodial Accounts 

Shareholder Services Group, Inc.

9845 Erma Road

San Diego, CA 92131-1084

1 (800) 380-7370

(www.ssginstitutional.com)