It was a pleasure and a privilege to speak at the

2025 NW Planned Giving Roundtable Annual Conference!

Thank you!

Kendall Blunt

scroll for more...

We are here to assist with serving the needs of you and your donors.

Life insurance can be a tremendous enhancement to a donor's gifting.  But due diligence should be top of mind, especially when considering the acceptance of an existing life insurance policy.  Let us assist with fulfilling that due diligence obligation.



How we can help:

  •  We can analyze a policy for it's viability as charitable gift, and most importantly, project what will be required to maintain it's viability. 

 

  • We can assist with locating a qualified appraiser for Form 8283 calculations.
  • We can assist with creating SOPs for accepting gifts of life insurance
  • We work with charities and donors to improve the understanding of how life insurance can enhance philanthropic outcomes

keep scrolling...

For conference attendees:  If you'd like to receive a copy of our Standard Operation Procedures template for structured guidance regarding the acceptance of existing life insurance policies, complete our contact form and type "SOP" in the message field. 

How can we assist?