Our Charitable Endowment Plan™ (CEP) ensures the nonprofit’s work and the donor’s legacy live on for generations to come.

Our Charitable Endowment Plan™ (CEP) helps nonprofits create a guaranteed endowment that ensures the nonprofit’s work and the donor’s legacy live on for generations to come.

What an Endowment Can Do for You

Working at a nonprofit can be one of the most rewarding experiences, both professionally and personally. But the financial strain you’re under is a near-constant source of stress.

An endowment can alleviate that burden and provide your nonprofit with a whole host of added benefits.

10 Reasons You Need an Endowment

Download our free resource that highlights 10 ways an endowment can fund all your vital programs, support your staff, and make a difference in more lives.

As a major donor, you are a committed visionary who cares deeply about the nonprofit you support. Wouldn’t you like to know it’s mission will continue long after you’re gone?

An endowment is the best way to ensure it is sustainable and has steady revenue in times of uncertainty. With greater resources and financial stability, the nonprofit can become a stronger institution that can make a difference in more lives.

10 Times the Return,
10 Times the Impact

With the CEP, donors see 10 times the return on their investment compared to a traditional endowment. This leads to 10 times the number of lives the nonprofit can

Fund the Future of the Nonprofit

By choosing the CEP, not only are you guaranteeing funds for the nonprofit’s endowment, you’re helping ensure the long-term success of the organization.

Leave a Lasting Legacy

Let’s face it –– we only have so much time on this earth. But after you’re gone, your legacy will live on as your investment continues to create positive change.

Helping Donors Make a Bigger Difference

Use our Charitable Endowment Plan to support the work of the organization and cement your family legacy.

See if You Qualify

Complete our short Donor Census so we can learn a little bit more about you and the charity you care about so much.

Understanding Our Process

We’ll walk you through the financial process to make sure the CEP is a good fit for you.

Watch Your Investment at Work

Watch as our proven strategy enables your investment to make a significant impact on the nonprofit and in the community.

Multiply Your Impact

Use our Endowment Calculator to see how much money an endowment can generate for the nonprofit you work for or support as a donor.

A New School of Thought

An endowment is the most reliable way for an organization to have the long-term stability it needs to continue its vital work.

Our founder, Robert A Fink, J.D., was inspired to create the Charitable Endowment Plan when he saw how much his own son’s school was struggling financially every year.

Now, his investment will grow into a guaranteed $14.5 million for the school’s endowment which will help it continue to serve children in the community for generations to come.

The CEP is based on a proprietary life insurance strategy that we spent five years developing. What we achieved is a way for nonprofits to have a more reliable revenue stream and major donors to make a bigger difference.

Helping Donors Make a Bigger Difference

Use our Charitable Endowment Plan to support the work of the organization and cement your family legacy.

Have a Guaranteed Endowment

The traditional way of building an endowment is extremely difficult and unreliable. The CEP is an easier way to guarantee the future success of the nonprofit.

Complete Donor Confidentiality

Privacy is paramount to our plan. All information you provide to us will be kept confidential.

Confidence in Every Economic Climate

An unforeseen crisis like COVID-19 can be disastrous for a nonprofit. The CEP helps provide a financial safety net to weather any storm and come out the other side

Make Sure Your Nonprofit Is Here for Good

Use the Charitable Endowment Plan to be confident that you can continue to impact lives for generations to come.