Planned Giving Options and Strategies

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“Gifting” Life Insurance Policies to a Charitable Organization (Part 2 of 2)

Once again, right upfront here I’d like to thank Rodney Smith over at Helping Hands for Freedom for helping put this 2-part blog together.  You can learn more about Rodney and his work with helping military families of the fallen, wounded and deployed by clicking the link.

Gifting Life Insurance Policies – Why It Makes Sense (Part 2)

Last week I provided a general overview and then discussed the first option for gifting life insurance – Purchasing a New Policy. In this week’s conclusion, I’ll review the other two options: Donation of an old insurance policy, and the Purchase of Wealth Replacement Insurance. Let’s get to it!


“Gifting” Life Insurance Policies to a Charitable Organization (Part 1 of 2)

Providing financial support to charitable organizations is now more important than ever because of the economic condition of our country. It’s imperative that all non-profit organizations diversify their fund development strategies to ensure sustainability.  And right upfront here I’d like to thank Rodney Smith over at Helping Hands for Freedom for helping put this 2-part blog together.  You can learn more about Rodney and his work with helping military families of the fallen, wounded and deployed by clicking the link.