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Charitable Donations of Life Insurance - CAGP Guidelines
Following concerns expressed in recent years by some insurance industry regulators regarding the use of life insurance as a charitable giving vehicle, it was recommended that interested parties establish best practices to ensure appropriate processes and measures are followed when making use of insurance products for charitable donation purposes. CAGP has created this series of user-friendly information resources intended to provide straightforward guidance and direction to fundraisers, professional advisors, donors, and insurers when creating and facilitating charitable donations using life insurance:
Get CAGP's package of guidelines here
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