by agency | Dec 23, 2010 | Life and Health Insurance
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...
by agency | Dec 16, 2010 | Life and Health Insurance
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...
by agency | Dec 9, 2010 | Life and Health Insurance
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...
by agency | Nov 25, 2010 | Life and Health Insurance
There are two basic ways to make a gift of life insurance: an irrevocable gift of a new or existing policy where the donor gives up all incidents of ownership, or by naming the nonprofit organization as the outright or contingent beneficiary of a policy. Each approach...
by agency | Nov 18, 2010 | Life and Health Insurance
Many of us have charitable objectives. We would like to repay society for the blessings we’ve received and, at the same time, fulfill a desire to “give back” to those who have given us so much. But many of us may feel somewhat frustrated — having the...
