IEP™ Insured Endowment Program

Uniquely helping wealth holders enhance their charitable legacies.

The focus at DSI is always on achieving maximum results that align to our clients’ financial objectives. This philosophy drove the conception and development of our proprietary IEP™ Insured Endowment Program.

Given today’s historically low interest rates and stock market volatility, both donors and charitable organizations are seeking new ways to enhance their charitable programs.

The IEP™ Program offers donors and enduring charitable organizations opportunities to enhance their programs by offering guaranteed rates of return that typically exceed 10% at life expectancy of the donor.

By effectively using life insurance as a financial tool, the IEP™ Program multiplies the value of an annual giving program. It helps wealth holders implement charitable giving strategies during their lifetime and in their estate—optimizing all tax savings available.

By utilizing the IEP™ Program donors have confidence and peace of mind; tax savings are maximized and future gifts are enhanced.

Working closely with significant donors, institutions and foundations, Don delivers customized presentations and facilitates exploratory meetings. He has most recently spoken about the IEP™ Program at the University of Calgary, The Calgary Foundation, the United Way of Calgary and Area, and The Banff Centre.

IEP™ Insured Endowment Program is trade mark registered at Canadian Intellectual Property office, Ottawa.