Insuring a Private Foundation’s Financial Future

A Life Insurance Policy Can Extend Funding Beyond the Donor’s Lifetime

A private foundation, which can exist in perpetuity, extends a legacy of charitable work beyond the donor’s lifetime. And when a foundation is buttressed with a life insurance policy, funding for that charitable work can continue without tapping other assets that the donor might wish to convey to heirs, including the family home, business, and investment portfolio.

There are three key benefits for founders, heirs, and foundation board members of incorporating a life insurance policy into a private foundation.

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