Tweet If you would like to make a truly special gift – one that creates a living legacy in your name – life insurance may be the answer. It’s a low-cost way to endow a favorite institution or association and can go a long way to minimizing the final tax payable upon your death.“I think [...]

Tweet A nonprofit institution that already owns insurance on the life of a qualifying donor can discuss with that donor the benefit of the institution’s seeking a life settlement solution to help with current cash needs. • A qualifying donor (age 65+) who is being solicited by a nonprofit organization for a capital or endowment [...]

Tweet Life insurance has traditionally been used as a deferred gift for the benefit of charity or as a wealth-replacement strategy for other assets that may have been gifted to a charity. But what if the charity is in the midst of a capital or endowment campaign and needs current dollars? What if it owns [...]

Tweet As part of a comprehensive philanthropic, estate and financial plan, it might be more advantageous to donate a highly appreciated asset to a charitable organization, because the donor will usually be able to take a charitable deduction for the fair market or appraised value of the asset. Once the asset is in the hands [...]