Sapers & Wallack

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Charitable Concepts

We are proud to support many great charities both locally and nationally. That’s why we also are excited to help our individual clients stretch their support to the organizations that they believe in.

We have developed concepts to ensure that trustees or supporters of charity can produce income through investment and life insurance products that will enable them to make donations that are two to three times as large they normally could contribute, while preserving principal. The individuals that we have worked with are not only happy that they can make a more significant gift to the charity of their choice, but they are also relieved to preserve the principal of their investment to be able to protect their own future and that of their family. This is just one example of how we enable others to give while ensuring that their own needs are not compromised.

Under our Charitable Enhanced Income model, we have the ability to:

Design customized charitable concepts for our clients
Provide appropriate insurance funding
Shop products on behalf of the client
Conduct carrier due diligence
Administer the design
Create analytical models to support tax prep
Eliminate taxable attributable income from life insurance benefits when appropriate

Securities offered through Registered Representatives of NFP Securities, Inc. (NFPSI), Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisory Representatives of NFPSI. Sapers & Wallack and NFPSI are not affiliated.

NFPSI does not offer tax or legal advice.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFPSI may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFPSI Compliance Department at 512-697-6000.