Recently I received an inquiry from a life insurance advisor about a client who wished to establish a policy and donate it to two charities. My colleague wanted to know if this was possible. In my experience it is possible, but not the best way to do it. Donation Structures…
Better Life Insurance Donations
By Malcolm Burrows
closeAuthor: Malcolm Burrows
Name: Malcolm Burrows
Email: malcolm.burrows@scotiawealth.com
Site: https://www.scotiawealthmanagement.com/
About: Malcolm is a philanthropic advisor with 30 years of experience. He is head, philanthropic advisory services at Scotia Wealth Management and founder of Aqueduct Foundation. Views are his own. malcolm.burrows@scotiawealth.comSee Authors Posts (129) • February 17, 2022 • 0 Comments
Email: malcolm.burrows@scotiawealth.com
Site: https://www.scotiawealthmanagement.com/
About: Malcolm is a philanthropic advisor with 30 years of experience. He is head, philanthropic advisory services at Scotia Wealth Management and founder of Aqueduct Foundation. Views are his own. malcolm.burrows@scotiawealth.comSee Authors Posts (129) • February 17, 2022 • 0 Comments