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In this episode, we ask:

• Have you wished you could give more?
• How might you leave a substantial legacy?
• How might your gifts affect generations?
• Who is Mark Willis?
• Would you like to have a meeting regarding charitable giving? Would you like to book a meeting with Mark at lakegrowth.com/schedule to discuss?
• What about old debt?
• How might we help the charities thrive?
• How about thinking through a game plan?
• What are the options for giving?
• Are you making an exit strategy?
• What about nonprofits?
• What about donor advised funds?
• What about foundations?
• What about endowments?
• What about trusts?
• Are we a saving nation or a debt nation?
• What about finite resources?
• How large are the debt payments?
• What happens when we haven’t been able to give?
• When are donors least likely able to give?
• Why is giving so important?
• What happened in the year 2020?
• Can one donate debt?
• Why is debt so heavy?
• Who is sitting behind the banker’s desk?
• What if you could use the idea of banking to your advantage?
• What about buffering against inflation?
• What about dividend paying permanent whole life insurance?
• What about impacting your personal life?
• What about impacting the charity, as a donor?
• What are the possibilities for beneficiaries?
• What about the dividends?
• What about the guarantees?
• What about the interest?
• What about the parable of the talents?
• How fast could a charity get access to money?
• Can you give cash value to a charity?
• What about using the cash value for personal benefits?
• What about charitable gifts?
• Are you an insurable interest to the charity?
• Can the charity be the owner and beneficiary of a policy?
• What about tax savings?
• What about doubling the gift?
• What about an example?
• What about a policy loan?
• What about church gifts?
• What about church leader care?
• Can you purchase life insurance policies on a church?
• What is a key person policy?
• What about annual or routine giving?
• What about tax deductions?
• What about how it feels?
• How do you give to your favorite charity?
• Why do you give to your favorite charity?
• What about giving on a limited budget?
• How long does an example take to “pay for itself”?
• How is this different from traditional “pass the plate” strategies?
• Do you simultaneously need the gift for your own needs?
• What about a car loan example?
• What about age?
• What about numbers?
• What happens if you pass away?
• What happens if you need income?
• What about a Bank on Yourself type whole life insurance policy?
• What does this all mean?
• What’s the difference with the charitable banking strategy?
• How is this a win/win situation?
• What are the considerations?
• What are the downsides?
• Is this a long term strategy?
• What about a leaving a legacy?
• Who do you need to tell?
• Would you like to see if this makes sense for you?
• Would you like to talk with Mark about charitable giving? Schedule a phone introduction appointment with Mark.
• How is it possible to double a legacy?
• What about the tax implications?
• Would you like to make your dreams for a better world come true?