PG Coach's donated Life Insurance Kit

John Elbare, the PG-COACH, has designed a system for managing charitable life insurance policies. Building on his 2005 presentation at the National Conference on Planned Giving, and his work with many charitable organizations, John has developed this practical system as an indispensable aid for charitable organizations that own life insurance polices. It guides you through the essential policy monitoring and management processes that are so critical for preserving policy value.

Price: $79.00
Includes shipping

Order with a credit card online HERE

or download and print the
faxable ORDER FORM.

This CD-ROM includes:

Life Insurance Acceptance and Management Policy	A comprehensive set of policies and procedures for accepting and managing charitable gifts of life insurance, in MS-Word for easy customization. Includes procedures for using the Life Insurance Spreadsheet (below) and for taking corrective action with problem policies.
Policy Acceptance Checklist	A one-page checklist to make sure you cover all of the bases when considering a gift of life insurance.
Disclosure Statement About Gifts of Life Insurance	A document provided to donors before the donation of life insurance is accepted, so that they will fully understand your management responsibilities. This helps manage donor expectations and avoid unpleasant situations in the future.
Donor Commitment Form	A pledge form that the donor signs, committing the donor to making future premium payments, when applicable.
Guidelines for New Charitable Life Insurance Policies	A fact sheet for donors and their insurance agents, so that they can design a gift policy that meets your requirements for acceptance.
Life Insurance Spreadsheet (with Instructions)	An MS-Excel tool for monitoring and managing your inventory of life insurance policies. The format walks you through the recommended Annual Review and calculates the difference between the current cash and the present value of the death benefit. This version is more comprehensive than the free version.
Letter Library	Letter templates in MS Word for policy gift receipt, request for in-force illustration, transfer of ownership, and request for annual statements.
System Tutorial	This simple, easy-to-use tutorial guides you and your support staff through the system, making sure you know how to use the various procedures and templates.
Article & PowerPoint	We have also included John Elbare's paper on "Managing Donated Life Insurance Policies" as well as his PowerPoint presentation, which he has delivered at the 2005 NCPG Conference and a 2006 NCPG webinar.

Questions? Give us a call at 888-396-8781 (toll-free)