Charitable Giving - Continental International Group

Life insurance is one of the most efficient ways to support the causes you care about – without disrupting your lifetime assets or liquidity. Whether you’re gifting an existing policy or naming a charity as a beneficiary, it allows you to leave a significant, tax-effective gift that lives on.

Gift a policy outright:

You can transfer ownership of a life insurance policy to a registered charity. You continue to pay the premiums, and the charity receives the full benefit on your passing – often much more than the sum of your contributions.

Name a charity as a beneficiary:

You keep ownership of the policy but direct the payout to a cause you care about. This can reduce estate taxes and leave a lasting impact – without changing how you use your assets during your lifetime.

When this makes sense:

Aiming to leave a significant gift to a charity, foundation, or cause.
Seeking to create meaningful impact without affecting current lifestyle or liquidity.
Focused on reducing potential estate tax exposure.
Committed to purpose-driven planning as part of an overall wealth strategy.

Turn giving into a strategy – Let's catch-up for coffee, conversation, and impact.

Pass on purpose, possibility, and lasting change.

We work with you to make sure your charitable goals are aligned with your estate plan, properly documented, and tax-efficient – across borders.

○ ● Strategic Financial Planning

○ ● Cross Border Wealth Management

○ ● Legacy, Succession & Estate Planning

○ ● Inheritance Tax Planning

○ ● Trust & Foundation Planning

○ ● Concierge & Lifestyle Management

○ ● Art & Collectible Advisory Service

● Charitable Giving

○ ● Business Continuity & Key Person Protection

○ ● Be Life Ready

○ ● Solutions

○ ● CFS Perspectives

○ ● Company

○ ● Careers

Our expert advisers are
just around the corner
– metaphorically.

Philanthropy with purpose – and a plan.

Gift a policy outright:

Name a charity as a beneficiary:

When this makes sense:

Turn giving into a strategy – Let's catch-up for coffee, conversation, and impact.

Pass on purpose, possibility, and lasting change.

Our expert advisers arejust around the corner– metaphorically.

Philanthropy with purpose – and a plan.

Gift a policy outright:

Name a charity as a beneficiary:

When this makes sense:

Turn giving into a strategy – Let's catch-up for coffee, conversation, and impact.

Pass on purpose, possibility, and lasting change.

Our expert advisers are
just around the corner
– metaphorically.