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Insurance Policies and Gift Credit

  • 1.  Insurance Policies and Gift Credit

    Posted 11-30-2021 12:56 PM

    Hello all,

     

    I have been asked again about giving Lifetime Giving Credit for being listed as the beneficiary of an insurance policy.  The only way we could do this is to have the donor sign an irrevocable pledge agreement for this gift.  Has anyone else dealt with this and how do you handle this type of situation?

     

    Thanks,

    Tammy

     

    Tammy M. Cline

    Assistant Director, Advancement Services

    West Point Association of Graduates

    698 Mills Road West Point, NY 10996

    Phone: 845.446.1540

    Fax: 845.377.3039

    WestPointAOG.org

     

    Serving West Point and the Long Gray Line

     

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