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Advisor Benefits

Today's investors are looking to their advisors for tax strategies and charitable planning advice. Investment in flow-through limited partnerships coupled with charitable giving can be an important component in your clients' financial planning and overall wealth management. Investors can combine their tax saving and donation strategies utilizing one program called the TerraTundra Foundation Giving Program (the "Giving Program").

With the Giving Program investors have the opportunity to save substantial taxes by (1) utilizing a diversified flow-through limited partnership; and (2) making a charitable donation all in one calendar year. Investors may also contribute other assets to this program including mutual fund shares, public securities and cash.

The Giving Program is also attractive to investors who do not wish to establish a foundation or who plan on setting up their own foundation at a later date. The Giving Program can be an effective supplement to an existing private foundation so clients have added philanthropic flexibility (see Complementing a Private Foundation). For other donors, the Giving Program can serve as a strategic complement to an existing foundation, trust, or supporting organization.

Advisor Advantages of the TerraTundra Giving Program

•  Facilitates donation of FTLP investment

•  Provides for more tax savings sooner

•  Simple, low-cost way to enhance charitable giving for clients

•  Aligns practice with clients philanthropic goals

•  Deepens client relationships by helping clients manage their investment and assist in grant recommendations

•  Consolidates multiple grants into one donation receipt

•  Allows for the contribution of other assets including mutual fund shares, public securities and cash

•  Protects privacy as clients can remain anonymous if desired

 
 
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