Creative Thinking. Customized Solutions.
Caring about you since 1932.

Charitable Strategies

Charitable Strategies

How can I give away money more cost effectively?

Giving back is an important part of our business philosophy, supporting many great charities both locally and nationally.  We are excited to be able to help our clients contribute even more to the organizations they believe in.

Using insurance-based products, we have developed strategies for philanthropic giving that trustees and supporters can use to increase donations to charities.  Our clients enjoy the ability to make more significant gifts to the charities of their choice while protecting their own future and that of their family.

A few of our techniques for enhanced planned giving concepts include:

  • Wealth Replacement Trusts
  • Charitable Enhanced Income
  • “Two-Fer” Programs*
  • Gifts in Perpetuity
  • Efficient and “safe”** Charitable Gift Annuities
  • Super Charitable Lead Annuity Trusts

For those of you who want to do a quick estimate of what the income or other charitable giving options might look like at the 10,000 foot level, click this link to PGCal’s calculator.

Open the calculator

* Please ask us about our “Two-Fer” Programs. We’re happy to outline the possibilities you have to support your chosen charity, using life insurance.

** We are reinsuring these with annuities offered by major insurance companies.