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We educate donors, charities, and financial professionals on the charitable value of life insurance. Whether you are just learning about charitable gifts of life insurance, developing a gift planning program or servicing your client’s philanthropic goals, we can help.

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Keep up to date with blog posts from our leadership that simplify charitable gifts of life insurance and offer valuable resources for anyone interested in philanthropy.

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We Are the World

No matter what your politics, manmade or just nature taking its course, there is no question climate change is upon us. The annual Bank of America (formerly US Trust) study showed that although climate change was a top three issue for philanthropic consideration, climate change ranked barely in the top 20 of philanthropic donations.

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Teeing Up A Legacy

The Masters Golf Tournament is held annually at the Augusta National Golf Club. The Masters is more than just a golf tournament; it is rich in history and legacy. Jack Nicklaus has won this prestigious championship a record six times. Tiger Woods began his legacy at the Masters in 1997 at only 21 years of age with a record-breaking score of 18 under par and has five titles to his credit. Arnold Palmer, nicknamed “the King” won the Masters four times. That is only part of their legacy.

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