Planned Giving
 

Gifts of Life Insurance

CLICK HERE FOR A DETAILED EXPLANATION

How It Works

  You transfer ownership of a paid-up life insurance policy to Retirement Housing Foundation.

  After the transfer, Retirement Housing Foundation elects to cash in the policy now or to keep the policy and receive the death benefit later.

Benefits

  • You receive gift credit and an income tax deduction for the lesser of the cash surrender value of the policy or the total of you premium payments.
  • In some cases, you can use the cash value in your policy to fund a life-income gift, such as a deferred gift annuity.
  • You have the satisfaction of making a significant gift now to Retirement Housing Foundation without adversely affecting your cash flow.

More

To learn more about gifts of life insurance, Email us, complete the Information Request Form, or call us at 562-257-5141 so that we can assist you.




Retirement Housing Foundation
911 Studebaker Road
Long Beach,CA 90815-4900
562-257-5141 | Fax: 562-430-5729

 
 

RHF is a National Non-Profit Organization
Retirement Housing Foundation | 911 Studebaker Rd. | Long Beach, CA 90815-4900
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