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Download | Example

Download | Example

Testamentary Arbitrage for Charitable Planning

Cash Flow Today, Benefit Charity Tomorrow

Charitable Arbitrage is a strategy designed to provide enhanced yields to a client who has already committed to (or desires to) leave money to charity at death. This dual transaction combines the cash flow of an annuity with annual charitable donations for the payment of life insurance premiums, which allows a client to: 

  • Income Tax Benefits 
  • Outperform fixed income alternatives and gift annuities
  • Receive an income tax deduction that he wouldn’t receive in the case of a testamentary charitable gift


Download Testamentary Arbitrage for Charitable Planning

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