Services for Advisors

Attention All Advisors!

We are proud to announce our upcoming annual conference in Houston Texas. Click on the following link to download the pdf brochure Download

Become a Tax-Exempt Planning Specialist

The demand for tax-exempt planning is continually increasing. More and more individuals have become wealthy through the appreciated value of their property and retirement portfolios. The projected transfer of trillions of dollars from one generation to the other in the next 20 years will increase this demand for innovative tax-exempt planning.Within this period, advisors, like yourself, have the unique opportunity to help clients preserve their wealth for the benefit of their heirs, converting tax dollars into charitable dollars through prudent and values-based tax-exempt planning.Those facing the challenge of transferring these assets are searching for solutions that provide options to help them preserve their wealth for the benefit of their heirs. Are you prepared to help?Assisting those in need of tax-exempt planning for their own estates is just part of the problem. The other problem lies within the charitable organizations in the United States and beyond. The average cost of staffing an adequate planned giving department is $150,000 to $200,000 per year. And, with the majority of gifts being future gifts, it is impractical for most small to mid-sized charities to absorb these enormous costs. These charitable organizations are searching for help…searching for someone to partner with them in establishing a steady income stream for their charity through tax-exempt planning. Are you prepared to help?Charities typically have the following barriers that prevent them from entering the fundraising avenue of long-term estate and tax-exempt planning:

• Internal staffing challenges
• Fear of the unknown
• Lack of expertise in this field
• Immediate financial investment toward a long-term return
• No trustworthy entity designed to assist them in the development of a tax-exempt planning strategy

Education is at the heart of the mission for Philanthropy International. We believe that providing quality, tax-exempt planning educational programs for charity leaders and professional advisors (CPA’s, attorney’s enrolled agents & financial advisors), will substantially impact the world of philanthropy. A clearer understanding of this field of knowledge will provide charities with greater funding resources, and professional advisors with tools to assist those charities that currently have no tax-exempt planning programs.Philanthropy International is here to partner with you in reaching these clients and charities, administrating their chosen tax-exempt planning strategy.We respect the relationship donors have with their financial advisors. This is why we have committed that all tax-exempt planning services and marketing efforts of Philanthropy International will be coordinated through professional advisors.Now, through Philanthropy International you can increase your knowledge of innovative tax-exempt strategies, develop new avenues for marketing your business, discover a unique way to develop more assets under management, and be in a strategic position to bring value to your clients favorite charities, other professional advisors and your local community.

Advisor Member of Philanthropy International

Philanthropy International is here to assist you in reaching new clients and administrating their chosen tax-exempt planning strategy.We respect the relationship donors have with their financial advisors. This is why we have committed that all tax-exempt planning services and marketing efforts of Philanthropy International will be coordinated through professional advisors.

Benefits of Membership in Philanthropy International

Philanthropy International’s experience and expertise in marketing planned giving is a key benefit of membership for advisors. We will be marketing our member advisors to current and future charity partners and providing all the relationship management necessary for your success. We will manage the expectations and protect you the advisor by helping the charity understand the RSF structure.To support you we offer valuable educational seminars and training programs designed to prepare you with creative, cutting-edge tax-exempt planning approaches.With the backing and assistance of Philanthropy International you are able to increase and diversify your business, as well as address clients’ concerns relating to tax-mitigation, wealth transfer and sound financial planning.As we realize our goal of creating opportunities that open the doors of tax-exempt planning, charities who cannot afford a planned giving department of their own will need financial advisors to assist them.Philanthropy International is in a unique position to connect these charities with professional advisors like you. When you partner with Philanthropy International you are investing in your clients future, as well as your own.Philanthropy International also assists professional advisors in the following areas:

Software

Philanthropy International has researched various planned giving software packages and feel confident to recommend to you Crescendo Interactive.

Trust Administration

Philanthropy International makes it simple for you to establish a tax-exempt trust or family foundation for your client. We provide a turnkey operation for the creation and administration of tax-exempt trusts. Once your client has selected a gift vehicle, our team will take care of all the paperwork, maintenance and compliance issues.

Philanthropy International has assembled a national team of specialists with extensive experience in estate planning, tax law, financial planning, charitable planning, fiduciary accounting, and investment management. These professionals are well respected, knowledgeable and experienced in tax-exempt planning. By teaming with us you will be sure your clients are being serviced by an organization that understands trust accounting and the special tax rules associated with this type of planning. A good track record, reasonable fees, and excellent customer service will assure your clients receive all of the income and tax benefits to which they are entitled.

Marketing Your Services

With the backing and assistance of Philanthropy International you are able to increase and diversify your business, as well as address clients’ concerns relating to tax-mitigation, wealth transfer and sound financial planning.As we realize our goal of creating opportunities that open the doors of tax-exempt planning, charities who cannot afford a planned giving department of their own will need financial advisors to assist them.Philanthropy International is in a unique position to connect these charities with professional advisors like you. We understand it is difficult for the professional advisor to dedicate the necessary time to properly develop a marketing strategy for their services. This is why Philanthropy International has been intentional, within it’s quest for true partnership with professional advisors, to develop marketing tools for the professional advisor community to assist them in this endeavor.Promotional pieces, brochures, advertising, web site, and software assistance are all a part of this attempt to truly assist the advisor community.