Life Insurance

orange shirt wheelchairThe use of Life insurance policies to make your gift to support the children can be done without having to reach for your checkbook.


·   Name the Foundation as the primary beneficiary,

·   Change a current policy naming the Foundation as owner and beneficiary,

·   Continue to pay the premium to enhance the endowment fund,

·   Name the Foundation as sole revocable Beneficiary of group term life insurance in excess of $50,000.00,

·   Give a paid up policy to the Foundation, or

·   Assign your annual dividends on your policy to the Foundation.

Please discuss these strategies with your tax preparer to determine the income, gift or estate tax benefits to you.

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