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Charitable Giving with Life Insurance

A charitable gift of life insurance can be an easy way to make a larger gift to a charity than could be made using lifetime gifts alone. There are several ways it can be done. Your client may make a charity the beneficiary of a existing policy the client owns, donate a current policy to a charity, or have a charity purchase a new policy on the client’s life, which is what we are focusing on here.

Click here for a consumer piece on “Charitable Giving with Life Insurance

Charitable Giving Prospecting Letter
Understanding the Percentage Limits

Charitable Giving with life insurance may be just the concept that gets your client to say “Yes, that works for me” with your next meeting. Ask your client “Have you ever wanted to leave a gift to your favorite charity? Can I show you how you enhance that gift?”