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How charitable giving protects the good work of others

From arts and service organizations to educational groups, you can help your clients  leave a lasting impact on their community, or the world, even after they’re gone. We’re here to help you begin a  conversation on the ways charitable giving can support multiple client goals.

What can be a charitable gift?

Real estate
When a deed is transferred to a charity, your client may receive a tax deduction.
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Donating artwork to a public entity can help your client maximize tax benefits.
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Collectibles & valuables
Valuable collections are often overlooked. Know the challenges and opportunities they present.
Business interests
It takes careful planning to donate a business interest  in the most tax-efficient way.
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Personal property
Jewelry, clothing and furniture can have significant value. Learn the best ways to donate.
Life insurance
Instead of surrendering an unused policy or allowing it to lapse, clients may want to consider gifting it.
Make the most of unneeded life insurance
Situations change over time and sometimes life insurance polices are no longer needed. That’s when they can become a new opportunity to benefit others through a charitable gift. Talk with your clients about charitable options for their unused policies that support their goals.
A family helping to paint a mural as a community project supported with charitable giving

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We’re here for you

Everyone deserves peace of mind when it comes to safeguarding what’s most important. We’re ready to help you deliver the protection and security your clients deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.