05: Gifts of Life Insurance

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Less than 10% of America’s wealth is held in cash; however, most charities aren’t equipped to accept gifts of non-cash assets. They can feel overwhelming and intimidating.

This module explores how to accept gifts of life insurance. It will help you to have confident conversations with donors and their professional advisors about gifts of life insurance and help you spot more opportunities for gifts of life insurance. It conveys both technical information and case studies to cement learning.

You will go away knowing the answers to these questions:

  • What is life insurance?
  • How is life insurance taxed and how does that tax treatment influence when a donor might make a gift of it?
  • What are the various giving techniques for life insurance?
  • What infrastructure and best practices should a charity put in place to be able to accept gifts of life insurance?

This module qualifies for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

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