Introduction to Charitable Giving

What is it?

An Introduction to Charitable Giving provides the basics producers need to understand the role philanthropy plays in wealth accumulation and management. This online primer covers life insurance gifts, wealth replacement, CRTs, pooled income funds, remainder interests in personal residences, gift annuities, lead trusts, and gifts of retirement assets.

What does it look like?

Information is presented in a clean, logical format. Examples, tables and graphics are used where appropriate to enhance comprehension. Key points are called out on most pages.

how much does it cost?

We'll work with you to provide you the best pricing based on your company's unique needs.

How can you get it?

Contact us and we can provide a test drive. Once you've seen how it can help your advanced markets initiatives, we'll take the next steps.


Our contact information can be found here.


Phone: 317-545-2711