Do you like the simplicity of Donor Advised Funds but don’t care for the fact that they are very limited in what types of assets they will hold? Rather than looking to more complex vehicles such as CRT’s, CLT’s or family foundations, There is a simpler approach to charitable giving with Life Insurance utilizing Donor Advised Funds. This will open your eyes.
Lead by Joe Larkin, CLU, ChFC
Vice President, AdvisorNet Insurance