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.
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.
Mr. S was the first generation in his family to be born in the United States. His parents came to
this country with only the clothes on their back. Both parents worked and Mr. S and his siblings
spent their days at the local community center when not in school.
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.