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  2. Endowment policy - Wikipedia

    en.wikipedia.org/wiki/Endowment_policy

    An endowment policy is a life insurance contract designed to pay a lump sum after a specific term (on its 'maturity') or on death. [ 1 ] [ 2 ] These are long-term policies, often designed to repay a mortgage loan, with typical maturities between ten and thirty years within certain age limits.

  3. Mutual-benefit nonprofit corporation - Wikipedia

    en.wikipedia.org/wiki/Mutual-benefit_nonprofit...

    A mutual-benefit corporation can be non-profit or not-for-profit in the United States, but it cannot obtain IRS 501(c)(3) non-profit status as a charitable organization. [1] It is distinct in U.S. law from public-benefit nonprofit corporations, and religious corporations. Mutual benefit corporations must still file tax returns and pay income ...

  4. With-profits policy - Wikipedia

    en.wikipedia.org/wiki/With-profits_policy

    For insurance bonds, the basic sum assured plus bonuses represents the plan value. When the policy matures, a final bonus may be added to reflect the policy's share of profits which have not yet been distributed. Unitised with-profits policies work in a similar way except that the policy value is expressed as a number of units.

  5. Donor-advised funds: A popular tax-advantaged way to give to ...

    www.aol.com/finance/donor-advised-funds-popular...

    The donor-advised fund is one of the most tax-efficient ways to donate money to charity, which has helped it become the fastest-growing charitable giving vehicle in the U.S., according to Fidelity ...

  6. Commonwealth Fund - Wikipedia

    en.wikipedia.org/wiki/Commonwealth_Fund

    The Commonwealth Fund is a private American foundation whose stated purpose is to "promote a high-performing health care system that achieves better access, improved quality, and greater efficiency, particularly for society's most vulnerable, including low-income people, the uninsured, and people of color."

  7. Benefit society - Wikipedia

    en.wikipedia.org/wiki/Benefit_society

    Pin button issued by "The Knights and Ladies of Security" of Topeka, Kansas. A benefit society, fraternal benefit society, fraternal benefit order, friendly society, or mutual aid organization is a voluntary association formed to provide mutual aid, benefit, for instance insurance for relief from sundry difficulties.

  8. What is a qualified charitable distribution? Get a tax ... - AOL

    www.aol.com/finance/qualified-charitable...

    A qualified charitable distribution (QCD) is a direct transfer of stock or cash from an eligible IRA to a qualifying charity. When you make a QCD, the distribution is excluded from your taxable ...

  9. 'We can transform our community,' Erie Insurance CEO on the ...

    www.aol.com/transform-community-erie-insurance...

    Charitable contributions, no matter the size, can make a big difference in the lives of others. Lisa and I know from experience that giving to others multiplies blessings and that together, we can ...