Ron Is…

The Founder & Director Of The Charitable Planning Institute, Inc.

“Where Involuntary Philanthropy Converts To Voluntary Philanthropy™”

A Charitable Tax Planning Specialist…

Having specialized in Charitable Tax Planning since 1968

Ron has produced over 1,900 charitable planning cases,

And in the process, raised several hundred million for charity

Who Is Nationally Known…

Ron is a nationally known lecturer on Charitable Tax Planning

with over 1,500 seminars conducted from coast to coast,

including ten appearances as the prestigious Million Dollar Round Table’s (MDRT)

Annual Meeting and one appearance at the MDRT Top Of The Table

For His Innovative “Charitable Bucket™” Software…

Ron is the author and publisher of

an innovative “Charitable Bucket™” Software / Video / DVD Program,

which has received wide acceptance and utilization throughout

the financial services industry as an effective marketing and communication tool.

Using the visual analogy of a “Charitable Bucket™,” he tells the story of

Charitable Tax Planning, and “sells the sizzle” in one-on-one presentations and

The group seminar format as well.

For His Creative Charitable Tax Planning Strategies…

Ron has in inventory twenty-three prototype Charitable Tax Planning Strategies

Spread Over Nine Major Fields of Estate, Tax and Financial Planning

Which provide critical solutions that traditional approaches miss entirely.

These strategies are designed to reduce income taxes, eliminate exposure to

Long term capital gains taxes, and Federal Estate Taxes

By “Converting Involuntary Philanthropy Into Voluntary Philanthropy™”

For His Commitment To Excellence…
 As the owner of The Charitable Planning Institute, a Registered Investment Advisor Firm,

through which Ron customs designs Master Charitable Tax Planning Strategies on a fee basis,

he can also place funds under professional money management with firms

such as Russell Investments, SEI Investments, etc

For His Contributions To The Industry 

As a Life And Qualifying Member Of The Million Dollar Round Table (MDRT)

The Premier Association Of Financial Professionals

Ron is Past Chairman of the MDRT Charitable GivingTask Force,

A Past MDRT Divisional Vice President, and a Past President Of The MDRT Foundation’s

Global Gift Fund Committee.  He is President Emeritus Of The National Association Of

Philanthropic Planners (NAAP), which is now merged with The Association Of

Advisors In Philanthropy (AiP).  Ron is also a contributing author of numerous trade journal Articles

and a current member of the Editorial Board of CCH’s Journal Of Practical Estate Planning Magazine.

In his 45 years in the business, Ron has had a major influence in raising the consciousness  

level and the commitment to excellence in the Charitable Tax Planning arena

within the financial services community nationwide.