The American Foundation: Financial and Tax Professionals

The American Foundation: Creating Family Foundations

Attention
Financial and Tax Professionals!

Free Resources - No Obligation

Accountants, Attorneys, Investment Advisors, Insurance Agents, Stock Brokers

Like geese that lay golden eggs, we create foundations that benefit society in perpetuity

The American Foundation would like to help you to increase the charitable planning portion of your practice or assist you in creating this specialization. We offer charitable planning services free of charge.

Save clients thousands and look like a star!
Learn about the tax and financial planning strategies your clients and prospects are looking for:

how to completely avoid estate and gift taxes and protect all your assets from lawsuits andprobate, no matter how large an estate may be, and still leave everything to your heirs
how to eliminate capital gains tax on the sale of appreciated property
how to cut income taxes in half, each and every year
how to dramatically increase annual income or cash-flow

Did you know that ...

It is estimated that Americans will pay over $20 billion annually in estate and gift taxes in the coming years.
Charitable donations in the U.S. total $175 billion annually and are expected to increase dramatically.
Charitable trusts can release the "capital gains lock" that keeps an estimated $2 trillion out of the economy.

What's so special about us?
The American Foundation has developed new and improved public charity formats for charitable trusts, family foundations, and corporate foundations. This new and improved format can provide greater tax benefits than what has been achieved traditionally through private foundations.

The American Foundation offers a family foundation product that provides great client and asset retention. When a family foundation is established it preserves the principle and continues to operate indefinitely. Financial and Tax Professionals can, with their client's consent, manage all assets placed in their client's family foundations, including the sales of investments and insurance.

Benefits to the Financial and Tax Professional:

Easy to use Turnkey Family Foundation Program packet
Downloadable presentation and handout materials
Modifiable templates of standard documents for all planned giving vehicles
Training in the use of planned giving vehicles
Free E-mail Newsletter
Subscription to our tri-annual magazine Charitable Legacies
E-mail and telephone technical support
Seminars given by our expert staff to qualified groups (call for booking requirement)

4518 North 32nd Street, Phoenix, AZ 85018
Telephone: (602) 955-4770 Fax: (602) 955-4707
E-mail: info@americanfoundation.org
Tech Support: info@americanfoundation.org