Bequest Insurance

Creatively using insurance to increase legacy gifts
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Jack Bergmans

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Bequest Insurance was born from the question: Why don't more people use insurance as a tool to multiply their gifts to charity? After five years of meeting with financial advisors, charity lawyers, fundraisers, and their board members and a... read more
Bequest Insurance was born from the question: Why don't more people use insurance as a tool to multiply their gifts to charity? After five years of meeting with financial advisors, charity lawyers, fundraisers, and their board members and also taking a deep dive into the tax issues involved for individual donors and the organizations with the charitable status it was time to share the industry best practices that were uncovered. Multiplying Generosity - a fundraiser's guide - Creatively using insurance to increase legacy gifts. Ripple Effect - a financial advisor's guide - Growing your business with insurance and philanthropy.

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