Endowment Legacy Information

Endowments need stability and long term growth. With this objective, Endowment Legacy, LLC created a School Owned Life Insurance™ model forming legacies for school endowments. Through customized, planned giving campaigns, the school purchases whole life insurance with alumni tax deductible gifts. As a result, guaranteed death benefits to the school are created for generations. Intentional endowment growth is the focus of a School Owned Life Insurance™ (SOLI) campaign. The policy and process was designed by a team of major donors, planned giving officers, insurance advisers, and estate planning attorneys. Alumni donors and applicants may now create personal, graduate and reunion Legacies with the leverage of large life insurance policies.