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Category: Charitable Gifting

Charitable Gifting with Shared Ownership Universal Life Insurance

August 21, 2017Charitable Gifting, Life Insurance, Universal Lifeimport

Many individuals have realized their charitable aspirations by donating a life insurance policy to the charity of their choice.  In situations where that donation is a Universal Life policy, the use of a Shared Ownership strategy could prove to be…

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Leaving a Lasting Legacy

April 21, 2014Charitable Giftingimport

By J. Denise Castonguay Most successful business people feel a strong desire to give back, but what is the best way to make a meaningful contribution? Is setting up a foundation better than giving direct to a charity? If so,…

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