Many donors are facing liquidity constraints preventing them from meeting their giving goals. For Cecilia, a life settlement of her donated life insurance policies eliminated her future premium payments and created cash today for the charity she loves. She was then able to see the outcome of her donation while she is still living.
Policy was no longer needed for estate planning
Client was able to fund all lifestyle and caregiving needs.
Could no longer afford premiums
Received a lump sum and reallocated premiums for today’s needs.
Business was sold, and the policy was no longer needed
Business owner was able to receive additional value above and beyond the sale of the company.
