OUR TEAMCharitable Planning

Families with charitable interests are often surprised to learn there are elegant ways to provide significant resources for the special charities they care about… and at the same time increase the estate they leave to their heirs.

Ron Philgreen, CLU, ChFC

Is the Founder and Executive Director of the Charitable Planning Institute, Inc., a charitable tax planning consulting firm. Ron has specialized in charitable tax planning since 1968 and has produced over 1,900 charitable plans. In the process, Ron has raised several hundred million dollars for charities while enhancing the estates of the donor families. Ron has developed a number of charitable tax planning strategies that reduce income taxes, and eliminate exposure to long term capital gains taxes and federal estate taxes. Ron serves as the Team Expert for Charitable Planning for CWA. To learn more, go to www.charitablebuckets.com.