Is This Gift Right for You?
Four yes/no questions can help you decide if changing the beneficiary of a life insurance policy is right for you.
If you can answer yes to each of the following questions, you may find that it makes good sense for you to name us as the beneficiary of an existing life insurance policy. If not, we can help you find an option that's a better fit.
- Do you have a life insurance policy that provides coverage you no longer need?
- Do you want to retain the flexibility to change your mind at any time in the future, if you decide you'll need the insurance proceeds for another reason?
- Are income tax benefits not a particular concern for you this year?
- Would you like to provide substantial financial support for our mission in the future?
Designating the beneficiary of a life insurance policy to charity yields no tax benefits to you today, but it does provide the satisfation of knowing you're making a significant future gift.
If you think that changing the beneficiary on your life insurance policy might be right for you, or you want to talk about other options for charitable giving, please contact Francesca Tresniowski Lanning ’84, CFRE at 646-346-8136 or firstname.lastname@example.org.
|Learn more about whether a gift of life insurance is right for you.|
Getting Started | Is This Gift Right for You? | Case Study | But What About the Kids? | How to Complete Your Gift | Action Items
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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.