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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.
A family helping to paint a mural as a community project supported with charitable giving

Helpful resources on charitable giving

Ready to learn more about how a client can successfully implement a charitable giving plan? Just download our materials on these important aspects of a sound strategy.
Wealth replacement technique brochure
The basics of wealth replacement techniques
 Charitable remainder annuity trust vs. antitrust brochure
Understanding charitable remainder annuities

Other related topics

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Legacy planning to protect what clients pass on
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Securing the future with an estate plan
 father and son smiling after finalizing a wealth transfer plan
Strategies to transfer wealth efficiently through life insurance
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.
WEB.3146785  (09.21)