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Institute of HeartMath - Membership: Planned Giving
URL: http://www.heartmath.org/index.php?option=com_content&task=view&id=55&Itemid=89

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Gifts of Life Insurance

CLICK HERE FOR A DETAILED EXPLANATION

How It Works

	You transfer ownership of a paid-up life insurance policy to the Institute of HeartMath.
	After the transfer, IHM elects to cash in the policy now or to keep the policy and receive the death benefit later.

Benefits

You receive gift credit and an immediate income tax deduction for the cash surrender value of the policy (technically, the “interpolated terminal reserve value” of the policy).
In some cases, you can use the cash value in your policy to fund a life-income gift, such as a deferred gift annuity.
You can have the satisfaction of making a significant gift now to IHM without adversely affecting your cash flow.

Is this gift for you? Click here.
Read more detail. Click here.

To learn more about gifts of life insurance, Email us, complete the Information Request form, or call us at 831-338-8717 so that we can assist you.

Planned Giving Home
Meet Our Donors Benefits of Giving Goals and Benefits Ways to Give Wisely Assets You Can Give Gift Plans Frequently Asked Questions Glossary Request Information Our Team Tip of the Day

Gift Plans Bequest Charitable Bargain Sale Charitable Gift Annuity Charitable Lead Trust Pooled Income Fund Remainder Annuity Trust Remainder Unitrust Retained Life Estate

Assets You Can Give Appreciated Securities Business Interests Cash Life Insurance Personal Property Real Estate Retirement Plan

Resources Frequent Questions Glossary

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