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Shriners Hospitals for Children - Love to the rescue

Life Insurance: Expand Your Charitable Reach

Life insurance is a tool with many purposes. Perhaps when your children were young, you purchased policies to provide them with financial protection. But if your situation has changed, you might be interested in one of the more satisfying uses for life insurance you no longer need—donating it to Shriners Hospitals for Children®.

A gift of life insurance has many perks:

Cost Efficient
You can make a significant gift even if your means are limited today. By making small premium payments each year, you can leave a sizable gift.

Tax Beneficial
For existing policies, you may receive an income tax charitable deduction if you itemize. For a new policy, with Shriners Hospitals as owner and beneficiary, premiums may be deductible.

Secure and Confidential
Life insurance is a contract and can’t be changed by heirs. If you make Shriners Hospitals policy owner and beneficiary, it’s not included in probate and remains confidential.

Helpful to Our Mission
Life insurance gives you a low cost option to make a gift, helping you to make a bigger impact on our work than you may have thought possible.

Life Insurance

3 Ways to Arrange
a Life Insurance Gift

Give an Existing Policy

When you name Shriners Hospitals as the policy owner and beneficiary, you qualify for a federal income tax charitable deduction for the lower of the policy’s fair market value or your cost basis. For paid-up insurance, the fair market value is the cost of replacing the coverage with a new policy issued today based on the current age of the insured at the same face amount as the original policy.

If premiums are still payable on the policy, the fair market value is usually close to the cash surrender value. You may stipulate to us that you wish to no longer make future premium payments, allowing us to access the surrender value immediately for our cash needs.

Life Insurance

3 Ways to Arrange
a Life Insurance Gift

Retain Ownership of an Existing Policy and Name Us as a Beneficiary

If you would rather retain ownership of a policy for your own financial security or that of others, you have the following options:

  • Name us as the sole or partial primary beneficiary of the policy, leaving any balance to your heirs. Because you retain ownership of the policy, you have the right to change the beneficiary at any time in any way you wish.
  • Name Shriners Hospitals as the contingent beneficiary, so we receive the death benefits only if your primary beneficiary predeceases you.
  • Create a separate trust named to receive the death benefits, with terms providing for the financial support for one or more named loved ones for a specific term of years or for life, after which the trust terminates and its assets pass to Shriners Hospitals.

Purchase a New Policy for Future Charitable Gifts

In most states, you can enter into a new insurance contract with a qualified organization such as Shriners Hospitals as the beneficiary and owner of the policy.

Life Insurance

Next Steps

When considering any of these charitable arrangements, it is critical to have a skilled planning team with expertise in finance, law, taxes and life insurance. We would be happy to answer any questions regarding charitable giving that you or your advisors may have. Feel free to contact us at no obligation.

Don Gorbandt
Corporate Director of Planned & Major Giving
Phone: 813.367.2241
Fax: 813.281.7156
Email: dgorbandt@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607

https://shcgiftplanning.org/your-planning-library
Clare Meade
Senior Regional Planned & Major Giving Director
Phone: 813.217.3118
Fax: 813.281.7156
Email: cmeade@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607

https://shcgiftplanning.org/cmeade
Kathleen Luzier-Bogolea
Senior Regional Planned & Major Giving Director
Phone: 813.518.7746
Fax: 813.281.7156
Email: kluzier-bogolea@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607

https://shcgiftplanning.org/kluzier-bogolea
MJ Miller
Senior Regional Planned & Major Giving Director
Phone: 801.214.5351
Fax: 813.281.7156
Email: mjmiller@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607

https://shcgiftplanning.org/mjmiller
Terri Andrews
Senior Regional Planned & Major Giving Director
Phone: 314.920.0716
Fax: 813.281.7156
Email: tandrews@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607

https://shcgiftplanning.org/tandrews
David Cantrell
Senior Regional Planned & Major Giving Director
Phone: 813.285.6277
Fax: 813.281.7156
Email: dcantrell@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607

https://shcgiftplanning.org/dcantrell
Alison Petty
Director of Planned and Major Giving Operations
Phone: 813.367.2241
Fax: 813.281.7156
Email: apetty@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607

https://shcgiftplanning.org/apetty
Natalie Deniz
Planned & Major Giving Specialist
Phone: 813.518.7707
Fax: 813.281.7156
Email: ndeniz@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607

https://shcgiftplanning.org/ndeniz
Soledad Toca
Planned & Major Giving Specialist
Phone: 813.518.7615
Fax: 813.281.7156
Email: stoca@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607

https://shcgiftplanning.org/stoca
Bob Hawkes
Planned & Major Giving Officer
Phone: 813.367.2794
Fax: 813.281.7156
Email: bob.hawkes@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607

https://shcgiftplanning.org/bobhawkes
Jennifer Hughes
Director of Principal Gifts and Campaigns
Phone: 713.202.6495
Fax: 813.281.7156
Email: jhughes@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607

https://shcgiftplanning.org/jhughes
Catherine McDonough
Manager of Corporate and Foundation Relations
Phone: 813.205.2719
Fax: 813.281.7156
Email: cmcdonough@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607

https://shcgiftplanning.org/cmcdonough
Jacqui Kasper
Associate Director, Principal Gifts and Campaigns
Phone: 813.344.6167
Fax: 813.281.7156
Email: jkasper@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607

https://shcgiftplanning.org/jkasper
Jeremy Tomlinson
Associate Director, Corporate & Community Engagement
Phone: 813.518.7635
Fax: 813.281.7156
Email: jetomlinson@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607

https://shcgiftplanning.org/jetomlinson
Stacey Perlmutter
Director of Development
Phone: 413.787.2000
Email: sperlmutter@shrinenet.org
516 Carew St.
Springfield, MA 01104

https://shcgiftplanning.org/sperlmutter
Shiva Damghany
Director of Development
Phone: 617.371.4746
Email: sdamghany@shrinenet.org
51 Blossom St.
Boston, MA 02114

https://shcgiftplanning.org/sdamghany
Carolyn Wahto
Development Officer
Phone: 617.371.4807
Email: cwahto@shrinenet.org
51 Blossom St.
Boston, MA 02114

https://shcgiftplanning.org/cwahto
David Schumacher
Director of Development
Phone: 814.875.8781
Email: daschumacher@shrinenet.org
1645 W. 8th St.
Erie, PA 16505

https://shcgiftplanning.org/daschumacher
Terry Diamond
Director of Development
Phone: 215.430.4055
Email: tdiamond@shrinenet.org
3551 N. Broad St.
Philadelphia, PA 19140

https://shcgiftplanning.org/tdiamond
Bonnie Meister
Development Officer
Phone: 215.430.4046
Email: bmeister@shrinenet.org
3551 N. Broad St.
Philadelphia, PA 19140

https://shcgiftplanning.org/bmeister
Paul Finelli
Director of Development
Phone: 864.255.7850
Email: pfinelli@shrinenet.org
950 W. Farris Rd.
Greenville, SC 29605

https://shcgiftplanning.org/pfinelli
Jennifer Pearson
Development Officer
Phone: 864.255.8770
Email: jfpearson@shrinenet.org
950 W. Farris Rd.
Greenville, SC 29605

https://shcgiftplanning.org/jfpearson
Christie Waters
Donor Development Associate
Phone: 864.255.8765
Email: cwaters@shrinenet.org
950 W. Farris Rd.
Greenville, SC 29605

https://shcgiftplanning.org/cwaters
Dale Wallenius
Director of Development
Phone: 859.268.5770
Email: dwallenius@shrinenet.org
110 Conn Terrace
Lexington, KY 40508

https://shcgiftplanning.org/dwallenius
McRae Stephenson
Development Officer
Phone: 859.368.5766
Email: ann.stephenson@shrinenet.org
110 Conn Terrace
Lexington, KY 40507

https://shcgiftplanning.org/annstephenson
Alicia Argiz-Lyons
Director of Development
Phone: 813.975.7118
Email: aargiz-lyons@shrinenet.org
12502 USF Pine Dr.
Tampa, FL 33612

https://shcgiftplanning.org/aargiz-lyons
Thomas Sloan
Director of Development
Phone: 713.793.3709
Email: tsloan@shrinenet.org
6977 Main St.
Houston, TX 77030

https://shcgiftplanning.org/tsloan
Debra Richmond
Development Officer
Phone: 713.793.3947
Email: derichmond@shrinenet.org
6977 Main St.
Houston, TX 77030

https://shcgiftplanning.org/derichmond
Lisa Court
Director of Development
Phone: 409.770.6957
Email: lcourt@shrinenet.org
815 Market St.
Galveston, TX 77550

https://shcgiftplanning.org/lcourt
Lisa Mignerey
Development Officer
Phone: 409.770.6853
Email: lmignerey@shrinenet.org
815 Market St.
Galveston, TX 77550

https://shcgiftplanning.org/lmignerey
Jennifer Martin
Director of Development
Phone: 318.226.4304
Email: jmmartin@shrinenet.org
3100 Samford Ave.
Shreveport, LA 71103

https://shcgiftplanning.org/jmmartin
Jennifer Laurent
Development Officer
Phone: 318.222.5704
Email: jlaurent@shrinenet.org
3100 Samford Ave.
Shreveport, LA 71103

https://shcgiftplanning.org/jlaurent
Aaron J. Hanson
Director of Development
Phone: 626.389.9566
Email: aahanson@shrinenet.org
909 S. Fair Oaks Ave.
Pasadena, CA 91101

https://shcgiftplanning.org/aahanson
Joanne David
Development Officer
Phone: 626.389.9587
Email: jodavid@shrinenet.org
909 S. Fair Oaks Ave.
Pasadena, CA 91101

https://shcgiftplanning.org/jodavid
Nathan Clark
Director of Development
Phone: 801.536.3567
Email: naclark@shrinenet.org
1275 E. Fairfax Rd.
Salt Lake City, UT 84103

https://shcgiftplanning.org/naclark
Kristin Liszkowski
Associate Director of Development
Phone: 801.536.3812
Email: kliszkowski@shrinenet.org
1275 E. Fairfax Rd.
Salt Lake City, UT 84103

https://shcgiftplanning.org/kliszkowski
Alan Anderson
Director of Development
Phone: 916.453.2008
Email: asanderson@shrinenet.org
2425 Stockton Blvd.
Sacramento, CA 95817

https://shcgiftplanning.org/asanderson
Melissa Wood
Associate Director of Development
Phone: 916.453.2110
Email: mwood@shrinenet.org
2425 Stockton Blvd.
Sacramento, CA 95817

https://shcgiftplanning.org/mwood
Bettina Kohlbrenner
Development Officer
Phone: 916.453.2321
Email: bettina.kohlbrenner@shrinenet.org
2425 Stockton Blvd.
Sacramento, CA 95817

https://shcgiftplanning.org/bettinakohlbrenner
Janessa Pulido
Development Officer–Silicon Valley
Phone: 916.453.2321
Email: jpulido@shrinenet.org
2425 Stockton Blvd.
Sacramento, CA 95817

https://shcgiftplanning.org/jpulido
Kathy Park
Director of Development
Phone: 971.544.3334
Email: kkpark@shrinenet.org
3101 SW Sam Jackson Park Rd.
Portland, OR 97239

https://shcgiftplanning.org/kkpark
Devereaux Dion
Associate Director of Development
Phone: 971.282.4605
Email: ddion@shrinenet.org
3101 SW Sam Jackson Park Rd.
Portland, OR 97239

https://shcgiftplanning.org/ddion
Angelique Heinzen
Director of Development
Phone: 509.744.1242
Email: aheinzen@shrinenet.org
911 W. 5th Ave.
Spokane, WA 99210

https://shcgiftplanning.org/aheinzen
Lisa Smith
Associate Director of Development
Phone: 509.252.3381
Email: lissmith@shrinenet.org
911 W. 5th Ave.
Spokane, WA 99210

https://shcgiftplanning.org/lissmith
Lori Suan
Director of Development
Phone: 808.951.3609
Email: lsuan@shrinenet.org
1310 Punahou St.
Honolulu, HI 96826

https://shcgiftplanning.org/lsuan
Dianne Johnson
Director of Development
Phone: 314.692.6430
Email: dsjohnson@shrinenet.org
4400 Clayton Ave.
St. Louis, MO 63110

https://shcgiftplanning.org/dsjohnson
Janet Cline
Development Officer
Phone: 314.872.8330
Email: jcline@shrinenet.org
4400 Clayton Ave.
St. Louis, MO 63110

https://shcgiftplanning.org/jcline
Jennifer Sutch
Director of Development
Phone: 612.596.6201
Email: jsutch@shrinenet.org
215 Radio Drive, Suite 100
Woodbury, MN 55125

https://shcgiftplanning.org/jsutch
Dan Winter
Director of Development
Phone: 773.385.5805
Email: dwinter@shrinenet.org
2211 N. Oak Park Dr.
Chicago, IL 60707

https://shcgiftplanning.org/dwinter
Janet Coffey
Development Officer
Phone: 773.385.5451
Email: jcoffey@shrinenet.org
2211 N. Oak Park Dr.
Chicago, IL 60707

https://shcgiftplanning.org/jcoffey
Mark McCauley
Development Officer
Phone: 773.385.5879
Email: mamccauley@shrinenet.org
2211 N. Oak Park Dr.
Chicago, IL 60707

https://shcgiftplanning.org/mamccauley
Bethany Deines
Director of Development
Phone: 513.872.6029
Email: bdeines@shrinenet.org
3229 Burnet Ave.
Cincinnati, OH 45229

https://shcgiftplanning.org/bdeines
Kari Tucker
Associate Director of Development
Phone: 513.872.6100
Email: kari.tucker@shrinenet.org
3229 Burnet Ave.
Cincinnati, OH 45229

https://shcgiftplanning.org/karitucker

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Life Insurance

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