Planned Giving
Advanced Planning Resource Center
Planned giving is an area of planning that provides fulfillment for clients who wish to implement the funding of values and institutions that have meaning to them. When properly implemented within an integrated estate, tax and retirement plan, this area of planning is a creative way to change the impression of the client of what is possible and connect with many centers of influence.
Additionally, planned giving techniques can help to capture assets under management held away, keep assets under management sticky and create new life insurance wealth replacement opportunities.
A charitable lead trust is an irrevocable trust funded with insurance designed to provide financial support to one or more charities for a period of time, with the remaining assets eventually going to family members or other beneficiaries.