Summit Life Equity

www.summitlifeequity.com

Would you like to dramatically expand your endowment? Greatly increase philanthropic giving? Augment what you are currently doing in advancement, development, fundraising and planned giving? Need a fresh idea? We have an out of the box strategy that has made a HUGE difference for MANY nonprofit organizations across the United States and in some cases internationally. What we do: ✅ Use bank financed life insurance policies to enhance planned giving ✅ Capitalizes the loan interest = no out of pocket money for your donor ✅ Donors utilize their balance sheet for collateral ✅ It doesn't disrupt "current" fundraising - money for today ✅ 10-15X giving factor ✅ Donor's that qualify love this out of the box strategy Ideal donor profile: ✅ Passionate about the nonprofit organization ✅ History of giving ✅ Minimum net worth of $15 Million ✅ Age: up to 80 years old Examples of how this strategy has greatly impacted 2 nonprofit organization's, through our partner: ﹩ One of the top three clinics in the United States - "additional" $1 Billion over the course of 10 years ﹩ A national human rights organization - "additional" $100 Million Our main partner organization has assisted in raising billions of dollars for hospitals, universities, charities and foundations. We understand how difficult it is to raise funds for today while also ensuring the longevity of your organization. It's daunting. Imagine if you could implement a strategy that "augmented" what you are doing, while not disrupting current fundraising? The only way to accomplish this is to get outside of the norm. Let us help you. Send us a DM to learn more! Or send an email: bmay@summitlifeequity.com www.summitlifeequity.com

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Would you like to dramatically expand your endowment? Greatly increase philanthropic giving? Augment what you are currently doing in advancement, development, fundraising and planned giving? Need a fresh idea? We have an out of the box strategy that has made a HUGE difference for MANY nonprofit organizations across the United States and in some cases internationally. What we do: ✅ Use bank financed life insurance policies to enhance planned giving ✅ Capitalizes the loan interest = no out of pocket money for your donor ✅ Donors utilize their balance sheet for collateral ✅ It doesn't disrupt "current" fundraising - money for today ✅ 10-15X giving factor ✅ Donor's that qualify love this out of the box strategy Ideal donor profile: ✅ Passionate about the nonprofit organization ✅ History of giving ✅ Minimum net worth of $15 Million ✅ Age: up to 80 years old Examples of how this strategy has greatly impacted 2 nonprofit organization's, through our partner: ﹩ One of the top three clinics in the United States - "additional" $1 Billion over the course of 10 years ﹩ A national human rights organization - "additional" $100 Million Our main partner organization has assisted in raising billions of dollars for hospitals, universities, charities and foundations. We understand how difficult it is to raise funds for today while also ensuring the longevity of your organization. It's daunting. Imagine if you could implement a strategy that "augmented" what you are doing, while not disrupting current fundraising? The only way to accomplish this is to get outside of the norm. Let us help you. Send us a DM to learn more! Or send an email: bmay@summitlifeequity.com www.summitlifeequity.com

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Country

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State

California

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City (Headquarters)

Redding

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Industry

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Employees

1-10

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Founded

2013

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • President and Chief Investment Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Life Equity Consulting

    Email ****** @****.com
    Phone (***) ****-****

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