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.
Donated policy to a charity ran out of cash value to pay premiums
Donor was able to create a living legacy and enjoy seeing the gift used while living.
Surrendering policy and interested in receiving more money
Adult children unable to pay premiums to maintain the policy.
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.
