Insuring Philanthropy: Using Life Insurance in Charitable Giving

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Community Conversation

Please join Jim Pittman and Jeff Thede as they share their thoughts about the use (and misuse) of life insurance in charitable giving.

13 Sep | 11:00 am

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This virtual event series is brought to you by the Gift Planning office and the Gift Planning Council of OHSUF. The series features experts sharing insights on personal finance, investments, taxes, and charitable giving. The series is not a substitute for financial or tax advice.

Please join us as Jim and Jeff share their thoughts about the use (and misuse) of life insurance in charitable giving – one from the perspective of a life insurance professional and the other from the perspective of an attorney who has frequently worked with the donors and beneficiaries in connection with life insurance gifts.