The CHIEF Plan™ - Charitable Insured Endowment Fund Plan
The CHIEF Plan™ is a structured enhancement to the long-term fixed income component of an endowment portfolio. We have been helping non-profit organizations implement the CHIEF Plan™ in their own planned giving and endowment programs since 2006. Using the CHIEF Plan™, our non-profit clients have been able to include more than $100 million in life insurance benefits in their mid- to long-term planned giving and endowment portfolios.
The following documents may help to determine if the CHIEF Plan™ is appropriate for your organization:
- The CHIEF Plan™ (Charitable Insured Endowment Fund Plan)
- Overview
- Frequently Asked Questions
- Charitable Life Insurance Evaluation Guidelines
- Valuation Standards for Charitable Planned Gifts
- New York State Insurance Law §3205 - Insurable Interest
National Madison is proud to be the 2009-10 Lead Educational Sponsor for the Philanthropic Planning Group of Greater New York.
The next Philanthropic Services Luncheon for non-profit financial and development professionals will be held Wednesday, February 3, 2010 from 11am to 2pm at the Princeton Club in New York City. This educational luncheon will cover the basics of life insurance, its use as a planned giving vehicle and sophisticated applications of life insurance, such as in growing endowment funds or offsetting debt liabilities.
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