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Charitable Planning

Creating a legacy is not simply about passing on wealth to the next generation. Consider your clients and their desires to take care of that charity that might have impacted them. Life insurance can be a critical component in your client's philanthropic success and we are here to help you make that happen. With years of experience in advanced case design, our team can help you design a strategy for your clients to help them take care of that special organization in their life.

Charitable Gifts

Charitable Income Tax Deduction

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Summary

Gift of a Life Insurance Policy 

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Summary
Flowchart
Case Study

Life Insurance as Alternative to Bequest

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Summary

Charitable Trusts / Options

Wealth Replacement

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Summary
Flowchart
One-pager


Converting an Asset to an Income Stream with a CRT

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Flowchart


Charitable Gift Annuity (CGA)

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Case Study

Charitable Remainder Annuity Trust vs. Unitrust

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Flowchart

Supplementing Retirement with a CRT

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Summary
Flowchart

Charitable Remainder Trusts (CRT)

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Case Study
Case Study (Annuity Trusts)

Charitable Lead Trusts

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Case Study