Planned Giving - A Better Way to Give


Planned Giving Marketing Solutions, affiliates and duly appointed life insurance agents and administrators (collectively "PGMS") and the non-profit organization hereby acknowledge a mutual understanding in regards to the services and products offered to provide a specialized charitable giving life insurance program to the non profit and their donors designed to support their long term funding efforts. These services include a specialized licensed life insurance program and associated life insurance administrative services which include assistance and support materials in the areas of marketing and promotion. All activities for which licensing as an insurance producer or otherwise is necessary shall be performed entirely and only by duly licensed and authorized persons or entities. Each party acknowledges the following Memorandum of Understanding and agrees to this understanding in principle. PGMS reserves the right to approve organizations that fit our mission to the non profit community.

Memorandum of Understanding
Planned Giving Marketing Solutions and the non profit organization will provide the following resources, services and information:

Planned Giving Marketing Solutions, by and through duly licensed and authorized life insurance agents and others ("PGMS") Shall:

Non-Profit Organization Shall: