Marlena McCarthy (a professional fundraising writer) and her husband Jack Bergmans, (a certified financial planner) want fundraisers to understand the many benefits of using insurance as a tool for philanthropic giving.
Through their company, Bequest Insurance, McCarthy and Bergmans have spoken to countless fundraisers and financial planners about how to integrate insurance products into gift planning to its greatest advantage. In Multiplying Generosity: Creatively using insurance to increase legacy gifts they explore this topic in-depth and translate "insurance-ese" into everyday language.
In an easy to read format, this compact guide provides detailed information on:
the benefits of giving through insurance
determining if giving through insurance is right for your charity
promoting gifts of insurance
effectively administering an insurance gift program