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CNE Webinar: Gifts of Life Insurance
Thu, May 25, 2017, 1:00 PM – 2:30 PM EDT
Join the CNE at the Community Foundation as we host this webinar focused on gifts of life insurance. We will be hosting the webinar in our training room and providing attendees with light refreshments.
Life insurance can make a great charitable gift. Really! It can! So why is life insurance so chronically underutilized in charitable giving?
This webinar will begin with a basic explanation of the fundamentals of life insurance policies and contract types. Then we will review the rules governing charitable gifts of life insurance, the structure of insurance gifts, and some of the administrative issues for charities that own life insurance policies. We will wrap up with a discussion of some of the complex insurance programs being marketed to charities and suggest criteria for evaluating these offerings and spotting scams. This session is designed for non-insurance professionals.