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Gifts of Life Insurance - Paid-Up Policy

Lifetime Insurance Diagram

How It Works

  • You transfer ownership of a paid-up life insurance policy to Audubon.
  • Audubon cashes in the policy now or maintains it and receives the death benefit later.

Benefits

  • You receive gift credit and an immediate income tax deduction for the cash surrender value of the policy.
  • 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 gain the satisfaction of making a significant gift to the National Audubon Society without adversely affecting your cash flow.

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Office of Gift Planning
National Audubon Society
225 Varick Street, 7th Floor
New York, NY 10014
212-979-3033
plannedgifts@audubon.org