We recently came across this article from ThinkAdvisor.com and wanted to share the following thoughts in the hope that it will get you thinking about your organization’s endowment more holistically....

We’ve all heard the term “turning lemons into lemonade.” Well at Legacy Giving our focus on optimizing life insurance strategies for non-profits often allows us to do just this through a life...

Every year, an average of over $600 Billion* in life insurance death benefit lapses or is surrendered. These lapses can be intended or unintended. In either case, the insurance company collected a...

As we approach the end of the year, many of your potential donors may be scrambling to ensure they have withdrawn their required minimum distributions from their individual retirement accounts. These...

Life insurance is an important asset in a portfolio. Just like other assets that a person owns, it needs management. To protect the client and maximize the return on their investment, proactive...

More insureds are reaching age 100 than ever before, potentially creating an unexpected issue with your life insurance portfolio. It is not uncommon for policies that were issued before the late...

Nonprofit organizations have big shoes to fill when it comes to providing valuable community services. To continue to support their own infrastructure as well as meet their philanthropic objectives,...

Initiating a discussion with donors about how they can use life insurance as an alternative gift can seem intimidating. Keep this list of questions handy to help navigate the conversation about this...

Non-profit organizations are constantly looking for new ways to engage with donors for meaningful gifts. Cash, stocks, bonds, real estate and other liquid assets are the most common gifts. However,...

Did you know that unneeded life insurance can be used to help your organization? Over the years, many of your donors have purchased life insurance — whether it was to protect family or a key employee...