This goes way beyond simple “trust” structures and “family planning” and requires ZERO work on your part. It’s an elite strategy that gives you an investment vehicle, provides insurance and salaries to family members, and most importantly, gives you family a deep sense of purpose all while allowing for legal tax breaks.
This goes way beyond simple “trust” structures and “family planning” and requires ZERO work on your part. It’s an elite strategy that allows for legal tax breaks (60% lower taxes, eliminate the risk of capital gains and depreciated real estate), gives you an investment vehicle, provides insurance and salaries to family members, and more, but most importantly, gives you family a deep sense of purpose.
Best of all, this system works DESPITE capital gains challenges and legislation changes, AND all without putting dead-end trusts in place, turning your kids into trust fund brats, or giving away all your money without any oversight.
Best of all, this system works DESPITE capital gains challenges and legislation changes, AND all without putting dead-end trusts in place, turning your kids into trust fund brats, or giving away all your money without any oversight.
Interested in finding out if a Tailored Family Foundation is right for you and your family?
Interested in finding out if a Family Foundation is right for you and your family?
Tom Kelly is a dynamic force in the nonprofit sector and the visionary founder of DonorBooks & CharityAuctionsToday. With an astounding track record of raising over $500 million for more than 250,000 organizations, Tom’s expertise in business scaling is unparalleled.
His impressive background includes building for-profit businesses to exceed $50 million in annual revenue, providing him with the unique skills and insights to drive nonprofits toward extraordinary growth.
Tom’s passion for philanthropy and innovative strategies have empowered countless organizations to maximize their impact and achieve their missions. Whether through coaching, speaking, or his bestselling book and podcast, Tom is dedicated to transforming the nonprofit landscape one organization at a time.
BRAD
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“Working with Tom Kelly to set up our family foundation was an absolute breeze! Tom's and his team made the entire process incredibly smooth and stress-free. From the initial consultation to the final setup, he ensured every step was easy to understand, easy to follow and they handled everything for us. We couldn't be happier with the results and highly recommend Tom to anyone looking to establish their own family foundation.”
TERRY
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“I used this process because I was concerned with how my grown children would spend my money after I pass. A trust doesn’t guarantee my wishes unless I hires an attorney or banker to manage it for me. That’s what led me to connect with Tom and his team. I followed this process to set up my own family foundation, and now, I can pay my kids’ salary until the day THEY die.”
MAX
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“I am continually learning things from Tom. The way he runs his business is incredible. Working with someone like Tom, who can actually execute, is great. He has real awareness.”
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