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Did Your Insurance Agent Tell You This?

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Life insurance is an asset you may not think of donating to Tallahassee Memorial HealthCare Foundation, Inc. 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 Tallahassee Memorial HealthCare Foundation, Inc. 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 Tallahassee Memorial HealthCare Foundation, Inc. without significantly affecting your income.

Have questions? We can help. Please contact Paula S. Fortunas at 850-431-5752 or paula.fortunas@tmh.org.

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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.