| Charitable organizations and individuals
who support them are becoming increasingly aware that
the burden of support for these organizations is being
shifted away from government to the private sector.
For individuals who believe that financial support
of a charitable organization can truly make a difference
in the world, a gift of life insurance can be an effective
way to support their choice of charity.
Planned giving through an insurance policy is a
practical and affordable way to make charitable contributions.
Donors need not be wealthy to make a significant
and meaningful gift. Typically, a donor applies for
a permanent life insurance policy on his or her own
life and names the charity as the owner and beneficiary
of the policy. Since the charity is the owner, the
donor's annual gift of the premium payment is tax-deductible.
| Contact
Us |
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| Credential® Financial
Strategies |
Jo-Ann
Spicer CFP FMA EPC
519-742-9998
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