Planned charitable giving is a strategic approach that makes optimal use of financial structures and tax rules for the mutual benefit of both you and the charity of your choice. It can be done during your lifetime, in contemplation of your death, or after your death through a will.
You can use an existing insurance policy or apply for a new one. How you choose to structure your charitable giving policy premiums and ownership will be determined by your tax needs. You can claim the premiums as a tax deduction now, or have the tax deduction upon your death. We will help you structure your insurance policy to suit your needs and your budget.
For more information on Charitable Giving or to request a quote, please contact us for your personalized solution today.