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Lifetime Gifts of Insurance

How it works

You transfer ownership of a paid-up life insurance policy to Woodland Healthcare Foundation.

Woodland Healthcare cashes 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 Woodland Healthcare without adversely affecting your cash flow.

For assistance with this gift plan, please complete the request information form or contact Kevin Duggan at (530) 669-5680 or e-mail to Kevin.Duggan@DignityHealth.org.