LEVERAGE CURRENT ASSETS

ENHANCE PLANNED GIVING

SERVICES
 

We help clients further develop planned giving opportunities by dramatically increasing fundraising, using a Premium Financed Life Insurance strategy with their donors: minimum $15M net worth.

CLIENTS

Our Partner's Clients:

  • One of the top three hospitals in the country - over $2 Billion in 10 years

  • Large human rights organization - over $100M in increased endowment 

  • Schools in the Big 12, Pac 12, ACC, and SEC

 

ABOUT US

Summit Life Equity has a heart to see charity and nonprofit organizations thrive and greatly expand their planned giving funds. We continually aim for the highest levels of service and integrity because our primary focus is on our clients best interests.

 

Our partner's organization has been directly responsible for raising several billion dollars in additional gifts to universities, medical clinics, colleges and foundations both domestically and internationally. We collectively have over eighty years experience in the premium finance industry.

CONTACT US

summit-life-logo1-300x137.jpg

1267 Willis Street, Suite 200

Redding, CA 96001

bmay@summitlifeequity.com 

Tel: 530-605-7021

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