Gift Planning

Life Insurance Policy

Life Insurance Policy Diagram

How It Works

  1. You assign all the rights in your insurance policy to SHELTER, Inc., designate us as irrevocable beneficiary, and then receive an income-tax deduction
  2. SHELTER, Inc. may surrender the policy for its cash value or hold it and receive the proceeds at your death

Benefits

  • You receive a federal income-tax deduction
  • If premiums remain to be paid, you can receive income-tax deductions for contributions to SHELTER, Inc. to pay these premiums
  • You can make a substantial gift on the installment plan
  • SHELTER, Inc. receives a gift they can use now or hold for the future

More Information

Contact Us

Julie Clemens
Director of Development
925-957-7572
Julie.Clemens@shelterinc.org

 

SHELTER, Inc.
1333 Willow Pass Road, Suite 206
Concord, CA 94520

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