YourContributionOur future

  • Support a cause that's important to you with a planned gift
  • Put your assets to work with our tax-efficient charitable strategies
  • Take advantage of the many tax benefits of making a gift

Planned Giving

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Gifts of Insurance

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

Gift of Insurance
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Benefits of gifts of life insurance

  • Receive a charitable income tax deduction
  • If Benedictine Foundation retains the policy to maturity, you can receive additional tax deductions by making annual gifts so that we can pay the premiums
  • If Benedictine Foundation cashes in the policy, you will be able to see firsthand how your gift supports our mission of care
  • If we retain the policy to maturity, or you name us as a beneficiary, once the policy matures, the proceeds of your policy will be paid to our organization so that we can use the proceeds to further our mission of creating Benedictine Living Communities where health, wellness and choice come to life.

How to make a gift of life insurance

To make a gift of life insurance, please contact your life insurance provider, request a beneficiary designation form from the insurer and include Benedictine Foundation as the beneficiary of your policy.

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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