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1/16/2024
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When:
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Tuesday, January 16, 2024
12 noon Pacific | 3 pm Eastern
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Where:
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Zoom
United States
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Online registration is closed.
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« Go to Upcoming Event List
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About the webinar...
Kradle2 is a giving platform that intertwines donor asset retention with outsize philanthropy. Our solution harnesses the power of non-profit owned ancillary life insurance donations. This solution can be enabled with DAF funds, stocks, cash, and even matched through an employee matching program. Such a model not only fosters legacy giving within the community, but also significantly bolsters advisor’s value by tapping into client’s sense of long-term purpose and generational giving. We also provide unique strategies for multi-generational giving and matching across a number of donor demographics. Attendees can expect to learn...
- How to simplify Legacy Giving while maximizing estate assets
- More about utilization of life insurance as simplified legacy plan
- How to use employee matching for legacy giving
About the presenters...
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Lev Mass
Lev is a serial entrepreneur and investor with 20 years experience in building tech companies. He has an MBA from Columbia Business School. He spent the past decade leading two early stage deep-tech venture funds XSeed Capital and Crux Capital.
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| | Elliott Wallace Elliott is a 30-year insurance veteran. He has a Master’s in Strategy and Planning from Northwestern University. Prior to starting Kradle2, he worked at Ernst & Young, IBM, Allstate, Nationwide, and LexisNexis Risk Solutions.
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