Our Mission
Build stronger communities and secure lasting family legacies. We accomplish this mission by supporting three groups:
- Helping individuals and families increase their income and move assets to their children while converting their tax dollars into charitable dollars for any variety of charitable purposes.
- Serving charities and foundations by enabling them to acquire large gifts that provides these charities with secure long-term funding sources.
- Training professional advisors in innovative and cutting edge approaches to tax-exempt planning, and uniting them with charities who need their support.
Individuals / Families
Most individuals with any substantial assets and/or property struggle with tax issues. Imagine how it would make you feel if you had the choice to direct your tax dollars to your favorite charitable causes and even have a voice in how they would be spent. Does this sound too good to be true? Well, in certain situations this is exactly the kind of choice that Congress has offered you through the special opportunities of tax-exempt planning. Philanthropy International is committed to helping individuals discover these opportunities, creating a long-term strategy to impact their community through charitable gifts, while retaining their assets for distribution to their family.
Charities / Foundations
For small to mid-sized charities, Philanthropy International desires to assist you in establishing endowed income, enabling you to more effectively carry out your mission without the daily concerns of funding. Most small to mid-sized charities in this country are ill equipped to solicit long-term planned gifts on their own behalf. This leaves these charities at a great disadvantage to larger charities who can afford to have well-trained planned giving officers on staff. We desire to help charities tap into larger funding sources through tax-exempt planning, without incurring the exorbitant staffing and operational costs. We are ready to assist you in marketing strategies to help build your charity, with turnkey resources such as web site templates, educational classes, marketing material templates and marketing/fundraising consultation and donor/consumer seminars.
Professional Advisors
Philanthropy International has been designed to act as a partner with the professional advisor community. To support advisors we offer valuable educational seminars and training programs designed to prepare you with creative, cutting-edge planned giving approaches. 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 and other professional advisors.
Our Vision
For individuals & families:
To help identify your financial need such as protecting your estate for your children and grandchildren, reducing current income tax, receiving a portion of your income tax-free, creating a scholarship fund in honor of a loved one, or even fulfilling a philanthropic dream.
For small to mid-sized charities:
To assist you in establishing endowed income, enabling you to more effectively carry out your mission without the daily concerns of funding, to help you tap into larger funding sources through tax-exempt planning, without incurring the exorbitant staffing and operational costs and to assist you in marketing strategies to help build your charity.
For professional advisors:
To help increase your knowledge of innovation tax-exempt strategies, to develop new avenues for marketing your business, to discover a unique way to develop more assets under management and to be in a strategic position to bring value to your clients favorite charities and other professional advisors.
There’s an easier way. By establishing your own family foundation, you can carry out your philanthropic vision with great efficiency, economy and simplicity.
