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Legacy Planning

A Gift of Life Insurance

Make sure to include your chapter name in the url.

A Low-Cost Way to Make a Big Impact

If you would like to help us support children and families with a substantial gift with little cost to you, a gift of life insurance may be right for you.

How It Works

You transfer ownership of a life insurance policy and receive an income tax deduction.

Your Charitable Options

Name {{ChapterLong}} as Beneficiary

If you would like to obtain the flexibility to change your mind at any time by retaining ownership of a policy, you can:

  1. Name us as the primary beneficiary for a percentage of the policy.
  2. Name us as the contingent beneficiary to receive benefits only if your primary beneficiary predeceases you.

Name {{ChapterLong}} as Owner

You may be entitled to an income charitable tax deduction (when you itemize) for the value of a policy, future annual premiums or both when you:

  • Transfer ownership of an existing policy.
  • Purchase a new policy and name us as the owner.

Your Next Step

Contact {{Contact}} at {{ChapterLong}} to discuss your options for making a bigger impact than you thought possible through a gift of life insurance.

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The following trademarks used herein are owned by McDonald’s Corporation and its affiliates; McDonald’s, Ronald McDonald House Charities, Ronald McDonald House Charities Logo, RMHC, Ronald McDonald House, Ronald McDonald Family Room, and Ronald McDonald Care Mobile.

The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult with an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.