Charitable Giving


At Life Partners Insurance, we help donors and philanthropists who give to charity by providing tools like life insurance and annuities to maximize their impact. These generous individuals share their money, time, or resources to support causes they care about and make a difference. Philanthropists often focus on larger, lasting contributions, while donors of all kinds play a vital role in improving lives and supporting communities. We assist them in creating a lasting legacy for the causes they love.

Philanthropist: Someone who donates time, money, or resources to charitable causes.

Incorporating life insurance and annuities into your charitable giving strategy is a powerful way to create a lasting legacy while enjoying potential tax benefits. By naming a charity as the beneficiary of a life insurance policy, you can provide a significant gift at a relatively low cost. Annuities, on the other hand, can offer lifetime income for you while ensuring the remaining balance benefits your chosen charity. These tools are flexible, allowing you to combine personal and philanthropic goals, such as caring for loved ones and supporting causes you’re passionate about.

Here's why Life Insurance and Annuities are great for for Charitable Giving

  • Maximize your legacy: Life insurance and annuities allow you to make a significant charitable contribution without diminishing your family’s inheritance.
  • Tax advantages: Donations made through life insurance or annuities may provide tax benefits for you and your estate.
  • Cost-effective generosity: A relatively small premium can result in a large gift to your chosen charity.
  • Flexibility: You can name multiple charities or a combination of beneficiaries, including loved ones and organizations.
  • Simplified planning: Life insurance and annuity contracts are straightforward ways to ensure your philanthropic wishes are honored.

At Life Partners Insurance Agency, we specialize in helping individuals and families integrate charitable giving into their financial and estate plans. Whether you’re exploring life insurance, annuities, or other strategies, our experienced team will guide you through the options, ensuring they align with your personal values and financial objectives. Let us help you create a legacy that supports the causes you care about most while securing your financial future. Contact us today to get started!​
(714) 875-2086​
6131 Orangethrope Ave
Suite 350
Buena Park, CA 90620​
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