CHARITIES

A no-cost source for legacy gifts

The opportunity

Over 250,000 policy owners surrender more than $150 billion in life insurance benefits each year. We transform this waste into charitable gifts on your behalf at no cost to you or the donor.

What’s in it
for charities

Hedge funds and other institutional investors already know how to profit off of lapsing policies thanks to life insurance settlements. Charities should also capitalize on this opportunity.
We are a 501(c)(3) nonprofit. We handle accepting, managing, paying premiums and distributing the benefits to you — so you don’t have to do anything.
We help with all aspects of life insurance management, including beneficiary changes and all other charitable uses of life insurance.
We structure everything to maximize charitable benefit without financial risk and without administrative burden.
Our management team has a combined 100 years of experience and expertise.

What’s in it
for donors

Donors take an unwanted asset and make a legacy-size gift to a charity of their choice at no cost to them or the charity.
Donors may receive a charitable income tax deduction based on the policy’s fair market value*.

(* Please note that we are not tax advisors and cannot give tax advice. Please consult with your tax professional for your specific circumstance.)
By donating the policy, you remove the burden of future premium payments from your financial planning.