Foundations. Donors. Lasting impact.
Explore GIVE and how a Forensic Review of Life Insurance® can help donors consider new possibilities for their families and the causes they care about.
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An introduction to GIVE, including four approaches to charitable giving through life insurance and appreciated assets.
For foundation leaders and planned giving teams.
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A simple illustration of how an increase in a policy’s death benefit could support a charitable gift while increasing the amount left to family.
For donors, their advisors, and foundation teams.
The Forensic Review illustration is an example. Individual results depend on each donor’s facts and circumstances.
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Connect with Sheridan Wealth Advisors to discuss the program and your questions.
