FOR CHARITIES

Immediate Legacy tm- A proprietary program currently waiting for the issuance of a process patent using traditional tools to allow donors to make a donation to the charity, receive an income for life, and then allow their heirs to inherit the entire amount of their gift at death.

Most Charities raise money from 3 of 4 buckets of money that Donors have:
Outright cash gifts
Testamentary gifts
Gifts with an income, with the charity keeping the remainder at the Donor's death
Money saved for retirement or inheritance by the children

The last source of funds is rarely given by a donor. With Immediate Legacy, we can now tap this money for your charitable institution

In order for us to explain this program in more detail, please sign the Non Disclosure Form. For additional information on our program, please see a CNBC interview with the programs founder at

Traditional Life Insurance- We specialize in insurance planning for charities who are negotiating for a large gift or asset such as art work to add to their collection. We help major universities to come up with the proper plan for the donor that allows the gift to be made. We also work with major donors for their estate plans which may involve testamentary gifts using life insurance.