THE CHARITABLE PLANNING INSTITUTE, INC
A Registered Investment Advisor
“Where Involuntary Philanthropy Converts To Voluntary Philanthropy"ä
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 KINDS OF PROBLEMS
“CHARITABLE BUCKETÔ” STRATEGIES CAN SOLVE
THE PROBLEMS ARE NOT NEW…THE SOLUTIONS ARE
Here are solutions to eight major estate, tax and financial planning problems that traditional approaches by
most professional advisors miss entirely:
1) HOW YOU CAN INCREASE YOUR ANNUAL GIVING EVERY YEAR TO YOUR FAVORITE CHARITY AND, AT THE SAME TIME, GUARANTEE A FIXED INCOME ON YOUR CASH ASSETS TO SUPPLEMENT YOUR RETIREMENT;
2) HOW TO AVOID LONG TERM CAPITAL GAINS TAXES ON THE SALE OF HIGHLY APPRECIATED ASSETS;
3) HOW TO PERPETUATE THE FAMILY BUSINESS INTO THE SECOND GENERATION OF OWNERSHIP TAX FREE;
4) HOW TO SUPPLEMENT RETIREMENT INCOME BEYOND THE LIMITATIONS OF E.R.I.S.A. AND T.E.F.R.A.;
5) HOW TO REDUCE AND/OR ELIMINATE THE CONFISCATORY FEDERAL ESTATE AND INCOME TAX BITE ON YOUR QUALIFIED PENSION PLAN ASSETS;
6) HOW TO REDUCE AND/OR ELIMINATE THE CONFICATORY FEDERAL ESTATE TAXES IN YOUR CURRENT ESTATE DISTRIBUTION PLAN;
7) HOW TO PROTECT YOUR HEIRS FROM DESTROYING THEIR INHERITANCE;
8) HOW A NON-PROFIT ORGANIZATION THAT IS CONSIDERING ACQUIRING AN APPRECIATED ASSET CAN TURN THE PROPOSED SELLER’S LONG TERM CAPITAL GAINS TAX INTO A CHARITABLE GIFT COMPONENT IN THE “BUY.”
Philgreen’s “Charitable BucketÔ” Strategies* provide creative, innovative and dynamic cutting edge solutions to these kinds of problems. The integration of charitable giving tools and techniques into the traditional estate, tax and financial planning process have created twenty-four prototype Charitable Tax planning Strategies spread over these nine major problem areas, providing solutions that traditional planners have missed completely.
(*Ronald D. Philgreen, CLU, ChFC is the author and publisher of a copyrighted, trademarked “Charitable BucketÔ” Computerized Software Presentation that tells the story of Charitable tax Planning utilizing the visual analogy of a “Charitable BucketÔ.” If you haven’t seen this presentation yet, call Ron at (913) 402-8900.
