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Gifts of Insurance

A gift of your life insurance policy is an excellent way to make a gift to The Legacy Foundation at Shell Point, Inc.. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy to The Legacy Foundation at Shell Point, Inc.. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.

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Make a Gift of Life Insurance Today

Did you know that you can give your life insurance policy to Shell Point Retirement Community today and receive a charitable income tax deduction? You can then make deductible contributions to Shell Point Retirement Community each year which we may use to pay the premiums. Shell Point Retirement Community benefits from the proceeds of your policy.

Designate Shell Point Retirement Community as Beneficiary of Your Policy

You can also designate Shell Point Retirement Community as the beneficiary of your life insurance policy. You will continue to own and can make use of the policy during your lifetime. The policy will be included in your taxable estate when you pass away, but your estate will benefit from an estate tax charitable deduction for the value of the gift to Shell Point Retirement Community.

Contact us

If you have any questions about making a gift of a life insurance policy, please contact us. We would be happy to answer questions that you have.

Please let us know if you have already named us as a beneficiary of your life insurance policy. We would like to thank you and recognize you for your gift.

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