Charitable life insurance trust

Charitable life insurance trust

Forum topic posted in Forum on 3 June 2014| 1 comments
audience: | last updated: 3 June 2014
2 posts / 0 new
Last post
Joined: 01/15/2009
Points: 0

Good morning all!

Does anyone have experience with an irrevocable Charitable Life Insurance Trust, where the donor would set up an ILIT that has 100% qualified charities as beneficiaries.



Add comment

Login or register to post comments


Joined: 12/02/2014
Points: 0
Re: Charitable life insurance trust

Hi Scott,
This is something that we do on a regular basis with our clients' estate plans. Is the purpose just to remove funds from their estate, and maximize a gift to charity, or do they want to take income from the gift?

Im not sure which sector you're in, but I'd be happy to help as I can.


7520 Rates:  July 3.4%  June 3.4%  May 3.2%

Already a member?

Learn, Share, Gain Insight, Connect, Advance

Join Today For Free!

Join the PGDC community and…

  • Learn through thousands of pages of content, newsletters and forums
  • Share by commenting on and rating content, answering questions in the forums, and writing
  • Gain insight into other disciplines in the field
  • Connect – Interact – Grow
  • Opt-in to Include your profile in our searchable national directory. By default, your identity is protected

…Market yourself to a growing industry