Plan 1 - The Charitable Donor Plan (Learn More)
Everyone benefits immediately!
- As a charitable donor, you receive an immediate tax break.
- While your designated charity receives an immediate gift.
- And you receive lifetime income from the plan.
- With double income in case of long-term care needs.
- And a whole lot more...
For Donors - Learn More (Video) [Contact Us]
Plan 2 - The Family Plan (Learn More)
- A Legacy for your family and a legacy for your favorite charity.
- For the charity: Individuals donate to you without taking a dime away from their beneficiaries!
- We're a pass-through charity. We don't keep any money. We don't collect any fees!
- As a donor:
- You can have some of your money invested/transferred into a product that gives multiple investment choices, or guaranteed options.
- Then, you can withdraw 4% to 6% annually for the rest of your life.
- And: You can give some, or all of that annual withdrawal to your favorite charity.
- And… after giving all that money (year after year), when you die, your original investment is entirely restored as a death benefit to your beneficiaries!
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Plan 3 - The Organizational Plan (Learn More)
This is nothing less than: A Perpetual Income Plan for Your Organization. It's a legacy that keeps giving to your organization. Year after year after year.To cover expenses, your organization could have an income base that continually gets restored! With this plan, you get to use the same money, over and over and over again.
- You can diversify part of your endowment into multiple investments and/or guaranteed options.
- And, you can withdraw 4% to 6% annually to covering operating expenses.
- And… after using all that money for operating expenses (year after year), when your plan designee dies, your original investment (or more!) is restored as a death benefit to your organization.
- Then, you simply repeat the process, and in this way, you use the same money over And over again. It never runs out!
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