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?
Tammy M. Cline
Assistant Director, Advancement Services
West Point Association of Graduates
698 Mills Road West Point, NY 10996
Serving West Point and the Long Gray Line
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