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Maximizing Your Retirement
Increase your retirement income and the size of your inheritance
Your investments have appreciated. But you don’t appreciate the tax bill due if you sold them! What do you do now? Did you know you can turn the appreciation of real estate, stocks and bonds, or other investments into increased income without triggering a painful capital gains tax?
Better still, the charities you love…and your children and grandchildren…benefit will benefit, too. In our Maximizing Retirement Income DVD, you’ll discover an IRS-approved approach you may not have known about. This approach can help you achieve multiple goals: reduced taxes; increased retirement income; larger donations to charity; and larger gifts to you heirs.
To receive your free DVD and information packet please complete and submit the request form on this page. Discover if this powerful approach is right for you.
Planned Giving Stories
Learn the many ways how by taking the time to plan a gift, you can increase your lifetime benefit, give a larger gift to charity, and increase the value of the inheritance you leave your family.
Success & Significance
The Benefits to You, Your Family and Charity, of Planning Your Gift
For most of us, achieving financial success takes a lifetime of work and cultivation.
But we know that as important as achieving financial goals may be, money isn’t everything. It’s what we do with the money that counts... Read more
The Safety Net Estate Plan
Eliminate Estate Taxes with Charitable Planning
Everybody says there’s nothing you can do about death and taxes. We beg to differ. While we can’t do anything about your impending mortality... Read more
Maximizing Your Retirement
Increase your retirement income and the size of your inheritance
Your investments have appreciated. But you don’t appreciate the tax bill due if you sold them! What do you do now? Did you know you can turn the appreciation of real estate, stocks... Read more
The Entrepreneur’s Biggest Decision
Charitable Planning Strategies for Selling Your Business
What happens when a you as a business owner decide its time to sell? How can you prepare for the tax stranglehold that lies in wait? Is it possible for you to successfully navigate the experience and achieve... Read more
What a 1031 Exchange Won’t Do
How to Exit Your Investment Real Estate in a Tax-Favored Way
The 1031 Exchange is a marvelous invention; it allows you to move from a single piece of real estate to owning several smaller pieces, or to move from owning real estate in one part of the country to owning real estate in another. And you can do it all with... Read more
Dimes, Dividends & Deductions
Benefit your family, and charity from the small dividends in your life
What if the relatively small dividends you receive on your investments could turn into something just as meaningful? What if you could turn those dividends into a donation to the charity of your choice—and save dramatically... Read more
The Third Inheritance
Leave an Enduring Legacy to you Family and Charity
Wondering whether your kids and grandkids can handle their inheritance? Hoping they’ll be generous to charities? You’re not alone. Many successful individuals fear that a lump sum distribution of an inheritance will be... Read more
Considering Hispanic Scholarship Fund
About Hispanic Scholarship Fund
The Hispanic Scholarship Fund (HSF) is the nation's leading organization supporting
Hispanic higher education. Founded in 1975 as a 501(c)(3) not-for-profit organization,
HSF's vision is to strengthen the country by advancing college education among Hispanic
Americans. In support of its mission to double the rate of Hispanics earning college
degrees, HSF provides the Latino community more college scholarships and educational
outreach support than any other organization in the country. During the 2006-2007
academic year, HSF awarded nearly 4,200 scholarships exceeding $26.5 million. In its
32-year history, HSF has awarded more than 82,000 scholarships worth more than $221
million to Latinos from all 50 states, Puerto Rico, Guam and the U.S. Virgin Islands
attending nearly 2,000 colleges and universities.
What is a Charitable Planning Specialist?
Philanthropy International has a national network of qualified professional advisors to help donors with their planned giving needs and goals. These Charitable Planning Specialists are trained in strategies and techniques to help you maximize the effect and benefit of your giving. If you would like a CPS in your area contact you about any of the topics presented here or if you have any other questions, please contact Philanthropy International using the form on this page.
What is a Regional Support Firm?
Philanthropy International is establishing Regional Support Firms (RSF) throughout the country primarily through major general agencies of two enterprise organizations, Guardian and Aviva, formerly known as Amerus.
The purpose of the Regional Support Firm is to supervise each Charitable Planning Specialist and Advisor Member that is working with a Philanthropy International Partner Charity. The Regional Support Firm provides the accountability needed to ensure quality service for Partner Charities.
Each Regional Support Firm is a General Agency with a significant professional practice, and one to whom charitable purposes are meaningful and pursued.
About Philanthropy International
Philanthropy International is a national community foundation dedicated to meeting the planned giving needs of charities throughout the United States.
March Of Dimes has partnered with Philanthropy International to identify and train professional advisors in the design and effective use of tax-exempt planning solutions.
There mission is to help build stronger communities and secure lasting family legacies:
- 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.
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