SERVICES

We help clients further enhance their planned giving opportunities by dramatically increasing fundraising, using a Premium Financed Life Insurance strategy with large donors: $15M - $20M net worth.

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Charities can utilize this strategy to augment their fundraising and build endowments for the future.  Our partner has developed a proprietary trust structure to augment charitable giving endeavors. 

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Charitable giving is at the very center and heartbeat of what we do. Our partner has been directly responsible for over a billion dollars in gifts to universities, medical clinics, colleges and churches both domestically and internationally.