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How to Use Your Life Insurance to Make a Gift

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Life insurance is an asset you may not think of donating to Excelsior College until you hear how powerful, practical and easy it can be. To make a future gift to us while still protecting your family's future, simply designate Excelsior College as the recipient for all or a portion of the proceeds of a life insurance policy.

How It Works
  1. Contact your insurance company for the policy's change-of-beneficiary form.
  2. Decide what percentage—1 to 100 percent—of the policy's value you would like us to receive.
  3. Name us along with the stated percentage on the beneficiary form.
  4. Return the form to your insurance company.
By making small premium payments each year for a limited number of years, you can leave a gift of sizable proportions to your family and Excelsior College without significantly affecting your income.

Have questions? We can help. Please contact Marcy Stryker at 518-608-8287 or mstryker@excelsior.edu.

Find helpful tips on donating life insurance in our free guide.

Copyright © The Stelter Company, All rights reserved.

The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult 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.

Contact Information

To discuss how you can make a difference please contact us at:

Development Office:

888-647-2388 ext. 145 

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