Home    |    About Us    |    Contact Us     
 
 
 

Charitable Giving

Giving life insurance to a charity may allow you to make a larger gift than you otherwise could afford.  The government encourages charitable giving by providing tax advantages for these premiums.
Typically, a donor makes a charity the owner and beneficiary of some type of permanent life insurance policy.  But, there are many ways of structuring a charitable gift involving life insurance or possibly annuities and one alternative may better suit your needs and those of the charity than others. 
Life insurance provides an amplified gift that can be purchased on the installment plan.  Through a relatively small annual cost (premium), a large benefit can be provided for the charity. A large gift can be made without impairing or diluting the control of the family business interest or other investments.  Assets earmarked for the family can thus be kept intact. 

Let PBS show you how to leave behind a legacy.