Legacy Giving Program

Boland Insurance Agency, Inc.

Grow your Legacy


To Do The Right Thing

For more than 100 years, Boland Insurance has served the people of Wisconsin. Located in Green Bay, our agency has a tradition of helping individuals and businesses through the maze of insurance needs.

At Boland Insurance Agency, our culture reaches back to 1909 when we were first established – to do what is right for you, the Customer. We will be there for you when you need us. We only represent companies that understand the value of a customer and highly regard relationships.

Boland Insurance Agency is a leader in supporting foundations with their fundraising efforts. We offer products and services that can help you provide immediate contributions to your charity of choice, as well as give them security for the future. Together we can make things happen and change the world – one youth at a time.

Call us for more information. We’d be happy to help you find the right Insurance for your financial goals.

Boland Insurance Agency, Inc.
715 Schoen St
Green Bay, Wisconsin 54302


Phone: (920)465-6466
Fax: (920)465-6979
www.boland-insurance.com

You Can Help

You can increase the value of savings you already have set aside through life insurance planning – benefitting your family and the charitable organization of your choice at the same time.

The Legacy Program allows you to make a donation now, a life insurance donation later, and potentially deduct all the contributions.

While charitable organization and foundations depend on donors for cash flow in the present, they also rely on long-term planning like life insurance endowments. As more and more thoughtful people like you include charities in estate planning, the institution can take the important step toward one day reaching it’s goals.

How It Works

If you have money set aside for your family upon your death, and it’s sitting in a deposit account of some sort, you may be able to do more with that money.

Upon passing an underwriting review, you can purchase a Life Insurance policy. By purchasing a life insurance policy, your money can do more for you, your family and your charity. And, premiums used to fund an irrevocable charitable life Insurance policy may be tax deductible.

Sample Scenario**

The chart below shows and example of how a single sum of $100,000 could be worth $200,000 in cumulative benefits for your family and charity.

We can help you with the nonprofit of your choice, below is the organization we are currently working with:

Big Brothers Big Sisters

Request more information below:

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