Renewing or New

Philanthropy International is establishing Regional Support Firms (RSF) throughout the country primarily through major general agencies of enterprise organizations. Each Regional Support Firm is a general agency with a significant professional practice, and one to whom charitable purposes are meaningful and pursued.

The Regional Support Firm primarily focuses on identifying and managing the Charitable Planning Specialist (CPS). These specialists will have a confident level of expertise, training and commitment.The Regional Support Firm provides the accountability needed to ensure quality service for PI Partner Charities. This unique marketing niche enables the general agency to co-brand with local and national charities through the Charitable Planning Specialists they nominate and support. This focus can be utilized in creative strategies to recruit new field representatives to the agency, as well as position the agency in their community as one with philanthropic concerns.

In return, each Regional Support Firm will partner with Philanthropy International in the training and education of advisors in the areas of traditional and advanced estate, retirement and charitable planning. This extensive training will become a strong recruiting tool for new field representatives to the Regional Support Firm General Agency. Philanthropy International will provide recruiting tools to introduce prospective advisors to the Philanthropy International Marketing Strategy and how it can enhance the advisor’s practice.

Each Regional Support Firm is able to co-brand their efforts with Philanthropy International’s national Partner Charity, the March of Dimes. This relationship brings a tremendous amount of credibility, and exciting marketing and recruiting opportunities to the Regional Support Firm.

[Please note Philanthropy International is a nonprofit organization operating independently from all associated enterprise organizations.]

Please read the Regional Support Firm Requirements, then submit your scanned application via e-mail renewal@picharity.org or fax to 909-624-4050.

RSF Application & Requirements

National Pilot Program established in 2006

Regional Support Firm Locations:
(New RSF only accepted into these states up on PI staff approval – contact (909) 625-4511 for all inquiries)

• John Driscoll & Company Inc. AZ
• Pacific Advisors CA
• Estate and Business Planning Group FL
• L&S Insurance Agency FL
• North Florida FL
• Peachtree Planning Corp. GA
• Chicago O IL
• Horizon Planning Group IN
• Boston M/C MA
• First Financial Group, Wash. D.C. MD
• Northern States MN
• Foster Klima & Company, LLC MN
• IFC National Marketing, Inc. MN
• Allen Financial Group MS
• CLC Financial Services NC
• Northeast Planning Corp NJ
• Forest Hills Financial Group NY
• Strategies for Wealth Creation NY
• Alliance Advisory Group, Inc. NY
• Executive Benefits, Inc. OH
• Dallas/So. TX TX
• Wealth Design Group, LLC TX
• Central Financial Services WI

If you are in a state that is not listed above, you may apply for inclusion in the National Pilot Program.