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Gifts of Life Insurance - Paid-Up Policy

Lifetime Insurance Diagram

How It Works

  • You transfer ownership of a paid-up life insurance policy to Anti-Defamation League Foundation.
  • ADLF cashes in the policy now or maintains it and receives the death benefit later.

Benefits

  • You receive gift credit and an immediate income tax deduction for the cash surrender 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 gain the satisfaction of making a significant gift to Anti-Defamation League Foundation without adversely affecting your cash flow.

Next: Tell me more...

Please contact us so that we can assist you through every step of the process.

Questions and Answers


The policy is currently generating dividends sufficient to cover premiums. If dividends later are insufficient, will ADLF make up the difference?

How do I determine the amount I can claim for a charitable deduction?

What if I later need the policy unexpectedly?



Compare Gift Plans Goals & Benefits Glossary Request Information

The professionals at our Department of National Planned Giving, Legacy and Endowments will be happy to discuss your interests, concerns and financial options, and work personally with you and/or your legal and financial advisors to create a plan that meets your needs and supports the Anti-Defamation League Foundation.

For more information, please contact:

Director of National Planned Giving, Legacy and Endowments
Anti-Defamation League Foundation (ADLF)
605 Third Avenue
New York, NY 10158
plannedgiving@adl.org
1-888-235-9710

This information is provided for educational purposes. The Anti-Defamation League Foundation and ADL are not financial, legal or tax advisors. Please contact your advisors regarding your financial, legal or tax needs.