Wealth Replacement Life Insurance
We've established that life insurance can make a significant and mutually beneficial gift. But it can also be used as a means of wealth replacement for heirs to the donor's estate.
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Life Insurance
Life Insurance: Questions to Ask
When you meet with a prospective donor, asking about their life insurance policy (or policies) is well worth your while. But how should you ask them and what, specifically, are the questions you should ask?
Don't Forget About Life Insurance
Life insurance has long been and continues to be a source of great charitable gifts. Why don't donors make gifts of their life insurance policies more frequently?
10 Creative Ways to Use Life Insurance to Make a Gift
While there are three ways that life insurance policies are most often gifted, there are several others available that offer distinct benefits.
Life Insurance: Things You Must Know
Let's take a look at nine things that are essential for fundraisers to know about gifts of life insurance policies.
Course 6 - Introduction to Assets
By understanding the benefits of gifting different asset types, you can provide true value and become a differentiator for your donors. And the value you add may well result in a gift larger than the donor thought possible.
The Testamentary Gift Question, Page 2
TRUE OR FALSE:
It is possible for your organization to receive a testamentary gift even if the donor does not have a will.
Becoming the Beneficiary
Yuan is a career librarian, now retired. She has always worked hard and lived simply, and has savings of nearly $100,000 as a result. But Yuan has suffered numerous health issues in recent years.
Converting a Cabin into Long-term Security
Russell and Kathryn are 60 and 59 years old, respectively, and have no children. Russell is a doctor, and Kathryn does not work outside of the home. They are deeply committed to their favorite charity and would like to make a significant gift.
Life Insurance: Who, Why, When
One common misconception is that only rarely will a life insurance policy make a gift that's beneficial to both you and the donor. In fact, there are three different scenarios in which a permanent policy can make an advantageous gift to your organization: