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Our mission is to help you fulfill yours.
We’ve also helped many nonprofits magnify the impact of their philanthropic mission by helping them manage endowed assets prudently, and by helping them develop customized Planned Charitable Giving strategies for their donors.
For example, one of our Advisors recently helped an animal welfare non-profit create a magnified gift for an existing donor who was committed to making future annual contributions of a couple thousand dollars. We showed the donor how he could use his pledged annual gift to create a $250,000 planned gift of life insurance to the organization by transferring the ownership of a policy he already owned. The organization could then use the donor’s ongoing annual contributions to pay the annual premiums on this permanent life insurance policy, and the donor would receive ongoing ordinary income tax deductions for his gifts. The end result: a permanent $250,000.00 charitable legacy payable to the non-profit at the owner's passing.