Charitable Giving

Charitable giving is an integral and rewarding part of our practice.  Insurance products are helpful to donors and non-profits to increase funds available for charitable giving.  Insurance products can be used effectively:

  • to fund a planned gift in the future, or
  • to allow a donor to give more today, while replenishing the donor's estate at end of life

The trust and insurance audit process frequently reveals that the donor can obtain life insurance at a lower cost, thus freeing up funds for charitable gifts.

If you are interested in increasing your own capacity to donate to your favorite charity, or if you are a charity interested in using insurance and other advanced tools to increase your charitable gifts, please contact us at: