Insurance Appraisal and
Management
Service

Services Offered

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
Basic Appraisal Fee 1                                                                  $350.00 per policy
Multiple Policy Appraisal Fee
2                               $200.00 per policy
Rush Fee
3                                                               $100.00 per policy
Retainer Account
4                                                  Negotiated
Insurance Company Due Diligence
             Brief Report
5                                              $100 per company
             Full Report
6                                                $300 per company

Notations:
  1. Assumes all information listed on the Insurance Appraisal
    Form has been provided.
  2. 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.
  3. Average turnaround time is 8 to 10 business days.  If an
    appraisal is required in 8 business days or less, or if the items
    listed on the Required Information Checklist are received later
    than April 3, 2008, this additional fee will apply, and includes
    normal overnight charges to the donor or charity.
  4. Charities who receive a substantial number of insurance gifts
    each year can request an annual retainer account.
  5. Recommended for older / smaller policies which the charity
    intends to hold in their portfolio.
  6. Recommended for larger / newer policies which the charity
    intends to hold in their portfolio.

Complete the insurance appraisal form and submit.

Additional Information

1.  Sample IRS Form 712 to submit to insurance company.
2.  
Sample IRS Form 8283 to include with appraisal form.