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

Recent Partner Case Study

66 year-old husband, 53 year-old wife wanted to create a $100M endowment

  • Purchased an $80M survivor life policy in which net death benefits exceeded $100m at projected life expectancy.

  • Charity recognized gift of $100M today.

  • Transaction was financed which eliminated a drain on clients' balance sheet.

  • Endowment benefit was almost 20 times what was required in collateral.