发明名称 Method of making a leveraged charitable donation while increasing net worth
摘要 A method of funding a tax-exempt organization. A donor utilizes an original principal sum that is separated into first and second distinct parts. The first part is given as a freely given, separate, and immediate cash donation to a tax-exempt organization. The second part is utilized to purchase an equity-indexed annuity contract, which provides a premium bonus for the initial premium deposit. The corresponding increase in the donor's net worth due to the premium bonus offsets the loss in net worth caused by the cash donation to the tax-exempt organization, resulting in no reduction in the net worth of the donor. At the same time the donor has provided the tax-exempt organization with a cash donation.
申请公布号 US2006085313(A1) 申请公布日期 2006.04.20
申请号 US20050076198 申请日期 2005.03.09
申请人 SOCIAL CAPITAL INSURANCE SERVICES, INC. 发明人 SELBY JOHN H.
分类号 G06Q40/00 主分类号 G06Q40/00
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