Sentences with phrase «charitable gifts of life insurance»

Not exact matches

«Many large charitable organizations are urging supporters to consider a gift of life insurance.»

Actions that are considered Centennial Planned Gifts include making estate plans through a will or a living trust; creating a charitable remainder trust and naming the Business School as the remainder beneficiary; entering into a charitable gift annuity agreement with the School; naming Columbia as the beneficiary of a life insurance policy or retirement plan; or establishing a donor - advised fund at Columbia.

There are other types of legacy gifts you may wish to consider, such as a charitable remainder trust, a gift of life insurance, or a gift of retirement plan assets.

However, we strongly encourage you to seek independent advice when making charitable gifts of annuities, securities, property, life insurance, wills, trusts, contracts and other legal agreements.

Some of the most common planned giving mechanisms include bequests, charitable remainder trusts, charitable lead trusts, gifts of life insurance, and gifts of retirement plan assets.

Planned giving, which includes bequests, charitable trusts, gifts of stock, and gifts of life insurance, is a vital part of our success, and allows donors to leave a lasting legacy.

Examples of estate and planned giving instruments include wills and living trusts, life insurance or retirement beneficiary designations, charitable gift annuities, charitable remainder trusts, charitable lead trusts and life estate in personal residence or farm.

Planned giving brochures: The Heart of Planned Giving The Art of Planned Giving Transfer Your Value and Values Taking Refuge in a Trust Charitable Gift Annuities Gifts can also be made to DVIS when a donor designates DVIS as the beneficiary on their life insurance, IRA, or Pension Plan.

Such gifts might include a bequest and / or charitable income gifts, such as charitable gift annuities, charitable remainder unitrusts, charitable remainder annuity trusts, or gifts of life insurance.

Mr. Hafen's practice includes advice regarding sophisticated tax, estate, asset protection, and business planning strategies, including the preparation of documents such as wills, living trusts, durable powers of attorney, healthcare directives, asset protection trusts, irrevocable life insurance trusts, gift programs, grantor retained annuity trusts, education trusts, family limited partnerships and limited liability companies, generation - skipping transfers, charitable giving, charitable remainder trusts, private foundations, property agreements, and prenuptial and postnuptial agreements.

Still another reason for considering the purchase of life insurance if you are age 70 or over is for giving the gift of charitable contribution.

If you've been unable, for example, to be the philanthropist you wished, you can name an institution, a group or a school as a beneficiary of your insurance policy (see Life insurance can be a charitable gift worth giving).

Even though universal life insurance could be ideal for everyone, these types of policies are popular for estate planning, charitable gifting and for affluent clients in need of additional tax shelters.

Charitable Gift — By naming a favorite charity on one's life insurance policy, a tax - free gift can be made, and the funds can be used for furthering the good of the organizatGift — By naming a favorite charity on one's life insurance policy, a tax - free gift can be made, and the funds can be used for furthering the good of the organizatgift can be made, and the funds can be used for furthering the good of the organization.