Aligning Charitable Giving & Life Insurance: Best Practices

Feb 24, 2010 11:36 AM

Charitable giving is under great stress. The Association for Advanced Life Underwriting (AALU), the American College, and the Partnership for Philanthropic Planning (PPP) are rising to address this challenge. AALU, The American College and PPP are collaborating to set forth the best practices of using life insurance as a charitable giving tool. Life insurance is a product that can create significant philanthropic benefits, but which can also be abused. Charities often have a hard time telling which ideas and which producers are to be trusted.

You will hear from Tanya Howe Johnson, President & CEO of the PPP, Kelly Kidwell, President & CEO of Pacific Advisors and Chairman of the AALU Charitable Planning Committee, and Phil Cubeta, the Sallie B. and William B. Wallace Chair in Philanthropy at the American College.

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2011 Trust Glossary

Click here to download the 2011 Trust Glossary

50 Years Ago This Month

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50 years ago, in May 1962, we featured articles such as: "Future of Canadian Trusteeship" by Arthur H. Mingay", "Training Trust Employees" by Ian M. Marr, "What is a Trust Officer?" by Eric J. Brown, and "Selling Services" by Donald I. Webb.

Conrad Teitell's Guide to Tax Benefits For Charitable Gifts

Click here to view the most up to date guide (September 2011)

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