Email Us: Info@NISSfoundation.org

“The NISS Asset Exchange™ directly helps those that are tax trapped & illiquid; freeing their assets for optimal retirement and giving posture.”

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General Overview

The NISS Foundation provides next-level financial solutions to prospective donors/clients to help them restructure the financial, retirement and legacy needs. Solutions range from traditional donations to private funding arrangements to help solid projects and opportunities. Either way the NISS Foundation can completely reinvent your asset holdings to be more efficient. This can include everything from consolidation to completely reinventing how and when you use funds from your retirement. Such programs create greater flexibility, asset protection, opportunity, peace of mind, and tax-efficiency. Many programs provide tax deferral and tax-efficient use of otherwise tax-trapped assets such as real estate, business holdings, collectables, investment accounts, etc.

Our programs come with free consultation to understand your need(s) from our vast network of attorneys and analysts. We appreciate the opportunity to help your situation and help our organization be positioned to help those in need. Programs range from the CRUT (Charitable Remainder Unitrust), CRAT (Charitable Remainder Annuity Trust), CGA (Charitable Gift Annuity), DCGA (Deferred Charitable Gift Annuity), CBIS (Chartable Bargain Installment Sale), DAF (Donor Advised Fund), LIGP (Life Insurance Gift Program), CLT (Charitable Lead Trust), RLE (Retained Life Estate), PFA (Private Funding Arrangement), and the CDLP (CD Leveraging Program).

By working with our seasoned professionals and network of law firms, accounting firms, financial, insurance and private funding professionals, chances are we have a program that can help you. Feel free to call our offices at 252.261.7600 or email us at info@NISSfoundation.org.