Insurance Appraisal and Management Service
- Our clients receive:
- Qualified Appraisals for gifts of all types of life insurance and commercial annuities
- Completion of Form 8283
- Insurance policy and company due diligence analysis for charitable donees
- Annual Policy Review Service
The IRS requires the use of a qualified appraiser for charitable gifts of donated property with a fair market value of
more than $5,000. We provide appraisals for all life insurance and annuity contracts as well as assistance with
the required IRS Forms. For additional information regarding qualified appraisals and appraiser, please refer to
Section 1.170A-13(c) and Form 8283 Instructions.
Fee Schedule
Notations:
- Assumes all information listed on the insurance appraisal form has been provided.
- Applies if two policies or more are appraised in the same tax year. The policies must be donated to the
same charity by the same donor, although the insured and insurance companies involved do not need to
be the same. - Average turnaround time is 8 to 10 business days. If an appraisal is required in 8 business days or less,
this additional fee will apply, and includes normal overnight charges to the donor or charity. - Charities who receive a substantial number of insurance gifts each year may request an annual retainer
account.
Additional Information:
- Sample IRS Form 712 to submit to insurance company.
- Sample IRS Form 8283 to include with appraisal form.
* All work is conducted by Bryan Clontz, of Bryan Clontz & Associates, LLC.
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