by Moneyman Financial Inc. | Mar 1, 2024 | Blog, Charitable Gifting, Life Insurance
If you are interested in creating a legacy at your death by making a charitable donation, you may wish to investigate using life insurance for that purpose. There are different ways you can structure life insurance for use in philanthropy. The most common are: Gifting...
by Moneyman Financial Inc. | Aug 21, 2017 | Charitable Gifting, Life Insurance, Universal Life
Many individuals have realized their charitable aspirations by donating a life insurance policy to the charity of their choice. In situations where that donation is a Universal Life policy, the use of a Shared Ownership strategy could prove to be a viable investment...
by Moneyman Financial Inc. | Apr 21, 2014 | Charitable Gifting
By J. Denise Castonguay Most successful business people feel a strong desire to give back, but what is the best way to make a meaningful contribution? Is setting up a foundation better than giving direct to a charity? If so, what is involved and what are your options?...
