Charities, Churches & Educational Instutions

Wealth Management Financial Group is among a select group of companies that are committed to assisting Charities, Churches and Educational Institutions to establish or enhance their Planned Giving and Institutional Development Programs.  One of the most prudent decisions an organization can make during our national economic time of hardship and crisis is to enlist the services of a professional advisor. 

Non-Profit Organizations are encouraged to add Gift Annuities to their mix of giving options for current and perspective donors.  

• Transfer investment risk.  An organization can insures its gift annuities with  an insurance Company.  This is a simple process.  When the gift annuities are insured, risk is transfered from the organization to the insurance company.
   
• Transfer longevity risk.  You can transfer the risk that donors or their surviving beneficiaries will live past their life expectancies, greatly reducing or even eliminating your charity's opportunity for a residuum.
   
• Enhance cash flows.  Insuring your gift annuities allows your organization to gain access to gift residuums right away, rather than decades in the future.
   
• Outsource administrative burdens.  Insurance companies are set up and staffed to efficiently handle the administrative tasks of annuities, including benefit calculations, tax calculations and reporting, processing death claims and sending out checks.  Your personnel will have more time to devote to your organization's primary mission.
   

• Increased peace of mind. Donors will have the comfort of knowing that the investments supporting their annuity are being managed by the investment professionals at a very large, stable and financially strong insurance company.
   
• Put donations to work sooner.  When a gift annuity is reinsured, the donor has the satisfaction of knowing his or her donation is being applied to the charity's mission immediately, rather than at some uncertain future date.