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Insurance Gifts without the Headaches
Presented by: Ryan Fraser, CFP CIM, Quiet Legacy Planning Group
Insurance Gifts are a powerful part of your planned giving toolkit, but it can often be overwhelming and difficult to understand what the best options are for you as a charity. Ryan will discuss what types of structures are ideal as charitably owned gifts, and how to evaluate risk when deciding to accept a gift. He will also discuss the importance of performing an insurance audit on your existing policies to prevent future problems. Finally, Ryan will look at common insurance structures that are more appropriate for donor-owned gifts, where the Charity is a beneficiary.
