Skip to main content

Submit a Policy.

We Handle the Rest.

You Share

Upload basic policy details in minutes.

We Evaluate

We review eligibility and estimate fair market value.

Deliver Impact

If approved, we coordinate the donation and grant funds to the nonprofit you choose.

Simple Policy Review

A clear first step that turns a complex asset into a straightforward path to impact.

Share a few basic policy details and our team will complete a confidential preliminary review to see whether the policy may qualify. If it looks like a fit, we guide next steps with clear expectations and simple documentation so the gift can move toward meaningful charitable funding.

  • Quick, confidential eligibility review and intake

  • Clear estimate of potential charitable value and next steps

  • Guided documentation, transfer coordination, and grant support

Human Support, On Your Terms

Guided Support

You do not have to figure this out alone. Our team helps you understand eligibility, gather the right information, and move through each step with clarity and confidence.

  • Simple intake and review: We walk you through what we need and why, so nothing feels confusing or overwhelming.
  • Clear expectations: You will know the timeline, the steps, and what happens next before you commit to anything.
  • Documentation support: We help coordinate forms and requirements so the process stays organized and accurate.
  • Responsive communication: Questions get answered quickly, with plain language and practical next steps.
Keep Everyone Aligned, Without the Stress

Peace of Mind

You choose the nonprofit you want to support, and we manage the process with care. Our role is to protect donor intent, reduce risk for nonprofits, and keep the gift moving toward real charitable funding.

  • You stay in control: Donor intent comes first, and you can pause or ask questions at any point.

  • Clarity, not noise: We share only what matters, with context and next steps so decisions are easy.

  • Guided coordination: We help keep the donor, advisors, and nonprofit aligned so nothing falls through the cracks.

  • Privacy respected: Information is handled responsibly and shared only as needed for the process.

We guide the major gift process from evaluation to grant delivery.

A Simple Process to Create Charitable Impact

Step 1: Evaluation

Share basic policy details. We review eligibility and next steps.

Step 2: Donation Paperwork

If the policy qualifies, we provide the paperwork to confirm fair market value and complete the donation. The donor can choose to donate all, part, or none.

Step 3: Donate Policy

Once the donor has decided how they would like to proceed the final transfer paperwork is completed. Ownership is then transfered to the Doro Foundation (or sponsoring non-profit).

Step 4: Non-Profit is Funded

Once the life insurance policy has been sold and the proceeds have been recieved, the donor recommends non-profit organizations to receive the funds. This transfer of funds can provide a significant and immediate source of support for the non-profit, allowing them to further their mission and achieve their goals.