“We are made wise not by the recollection of our past but by the responsibility for our future.”
– George Bernard Shaw

Let’s face it — the past few years have been hard on many colleges, universities and nonprofit organizations. Not only have economic troubles decreased endowments, donors have tightened their belts while riding out the financial storms. For institutions whose foundations and futures are built on intergenerational equity, these market fluctuations challenge their ability to manage funds for perpetuity. 

But there is a light at the end of the tunnel. 

As so often is the case throughout life, current trials often reveal new opportunities. When conventional wisdom is tested and fails, forward-looking investors and institutions begin searching for stronger, more innovative ways to ensure financial stability. 

At Advancement Concepts, we believe institutions’ future financial stability should be built on conservative, low-risk, tax-friendly assets. Through diligent research and extensive experience, we have identified a fresh approach to diversification that is uncorrelated against virtually any asset class and fundamentally designed to avoid market volatility. Additionally, when used in planned giving or key man protection, these life insurance investments offer institutions unique opportunities to support their endowments for years to come.