The Ultimate Win-Win: Relieving Premium Obligation While Benefiting Charity

March 24, 2022

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 settlement. In this short case study, we highlight how we were able to relieve a donor’s concerns of continuing to pay their premium without letting the policy lapse, by selling the policy on the open market. The result? A tidy payday to the non-profit and an overjoyed client! See below case study for how we made this happen.

 

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Legacy Giving makes it easy for a charitable organization to get started with forms, scripts, processes and training. We have a dedicated team that can handle incoming calls and conversations with donors. Legacy Giving, and its subsidiaries, gets paid only when you get paid in the form of contingent compensation. There are no fees to set the program up. Below is our simple three-step process to help your donors accomplish their giving goals.

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