In today’s philanthropic landscape, affluent clients are seeking tax-efficient and legacy-driven strategies to make a lasting difference. Life insurance—often overlooked—is a powerful yet underutilized tool in charitable planning. This advanced webinar is designed for financial advisors who want to deepen their expertise in incorporating life insurance into strategic giving plans that align with clients’ financial goals and philanthropic values. Join attorney Jason Watt, Senior Manager, Charitable Strategies Group | DAFgiving360™ to explore how life insurance can maximize charitable impact, reduce estate and income taxes, and provide flexible gifting options tailored to donors of all types. Whether your clients are business owners, retirees, or high-net-worth families, you’ll walk away with actionable insights and planning techniques to help them leave a legacy that matters.
Key Topics Include:
* The mechanics of gifting existing or newly issued life insurance policies
* Tax implications and IRS compliance requirements for charitable gifts of life insurance
* Using life insurance to replace wealth donated to charity (wealth replacement trusts)
* Structuring policies alongside charitable remainder trusts (CRTs) and donor-advised funds (DAFs)
* Planning with Irrevocable Life Insurance Trusts (ILITs) in charitable contexts
* Case studies: Real-world examples of impactful charitable life insurance strategies
* Tips for working collaboratively with estate planners and nonprofit development officers