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Gifts of Life Insurance - Paid-Up Policy: The Details

Donate a policy, take a deduction, deduct future premium payments, if any, and make an extraordinary gift. Youll also get the proceeds out of your taxable estate.

Is this gift right for you?

A Gift of Paid Up Life Insurance Policy may be for you if…

  • You are maintaining insurance coverage that your family no longer needs.
  • You hold few appreciated securities that you wish to donate.
  • A significant charitable deduction would be useful to you this year.

Are you still carrying life insurance policies your family no longer needs? Consider giving those surplus policies to Anti-Defamation League Foundation. You might help us more than you ever thought possible by using an asset you considered surplus.

Make your gift by naming us the irrevocable owner and beneficiary of a paid-up insurance policy on your life (this arrangement makes the gift complete in the eyes of the IRS).

You will receive an immediate charitable deduction for your gift. It will be the lesser of the policy's fair market value we can guide you in determining this or the total of your net premium payments.

We reserve the right to keep a donated insurance policy in force during your lifetime or to terminate it sooner for its cash-surrender value.

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

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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.