Charitable Giving

The same leverage that makes life insurance such a powerful charitable tool is strongest when you're younger and in good health — meaning the gift you can create today may be larger, and less expensive to fund, than the one available later. A change in health can also narrow your options, so acting while you can choose freely protects both your impact and your intent.

The causes you care about aren't waiting, either. Structuring your giving now lets your generosity begin working on their behalf sooner, and where charitable strategies carry tax considerations, coordinating before year-end helps you make the most of them.

There are several ways to weave life insurance into a charitable plan, each with different implications. We'll help you choose the approach that best honors your intentions, and we'll coordinate with your tax and legal advisors so the strategy is sound.

Your giving deserves a plan as intentional as your values. We'll help you build one.