Legal Disclaimer

General Information Only

The content on this website is provided for general informational and educational purposes only. It describes charitable giving strategies and planning concepts that may be available to donors, charities, and their advisors. Nothing on this site constitutes legal advice, tax advice, financial advice, or investment advice.

Every individual’s financial, tax, and legal situation is different. The strategies described on this site may not be appropriate for your circumstances, and outcomes will vary depending on factors specific to you, your assets, and the applicable law at the time of implementation.

Not a Client Relationship

Visiting this website, submitting a contact form, or engaging in a preliminary conversation with Advanta Philanthropic does not establish an attorney-client relationship, a fiduciary relationship, or any other professional advisory relationship. No such relationship is formed until a formal engagement agreement is executed in writing.

Consult Your Own Advisors

Before implementing any charitable giving strategy, you should consult with qualified professionals, including:

• A licensed attorney familiar with tax-exempt organization law and estate planning
• A certified public accountant or tax advisor
• A licensed financial advisor or wealth manager

Advanta Philanthropic recommends that all clients and prospective clients obtain independent professional advice tailored to their specific circumstances prior to taking any action based on information presented on this site.

Illustrations and Projections Are Not Guarantees

Any examples, case studies, projections, or illustrations used on this website are hypothetical and intended solely to demonstrate how a strategy works conceptually. They do not represent actual client outcomes and do not guarantee or predict results. Tax laws change, and the benefits of any strategy depend on your individual facts and circumstances, as well as current applicable law.

No Guarantee of Outcomes

Advanta Philanthropic makes no representations or warranties, express or implied, that any strategy described on this site will achieve particular tax savings, income, charitable impact, or other outcomes for any specific individual or organization.

Third-Party Links and Resources

This website may contain links to third-party websites or resources for informational purposes. Advanta Philanthropic does not endorse, control, or take responsibility for the content, accuracy, or availability of any third-party sites. Access to and use of linked sites is at your own risk.

Accuracy of Information

While we strive to keep the information on this website current and accurate, tax laws and regulations change frequently. Advanta Philanthropic makes no warranty that the content on this site is complete, current, or free of errors. We reserve the right to update or modify content at any time without notice.

Contact

If you have questions about anything on this site, we encourage you to reach out directly:

Advanta Philanthropic 
75 North Main Street 
Zionsville, IN 46077

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Nothing in this disclaimer limits the scope of the Terms of Use, which also govern your use of this website.