| Life Insurance Acceptance and
Management Policy |
A comprehensive set of policies and
procedures for accepting and managing charitable gifts of life
insurance, in MS-Word for easy customization. Includes
procedures for using the Life Insurance Spreadsheet (below) and for
taking corrective action with problem policies. |
| Policy Acceptance Checklist
|
A one-page checklist to make
sure you cover all of the bases when considering a gift of life
insurance. |
| Disclosure Statement About Gifts of
Life Insurance |
A document provided to donors
before the donation of life insurance is accepted, so that they will
fully understand your management responsibilities. This helps
manage donor expectations and avoid unpleasant situations in the
future. |
| Donor Commitment Form |
A pledge form that the donor
signs, committing the donor to making future premium payments, when
applicable. |
| Guidelines for New Charitable Life
Insurance Policies |
A fact sheet for donors and
their insurance agents, so that they can design a gift policy that
meets your requirements for acceptance. |
Life Insurance Spreadsheet
(with Instructions) |
An MS-Excel tool for monitoring and
managing your inventory of life insurance policies. The format
walks you through the recommended Annual Review and calculates the
difference between the current cash and the present value of the death
benefit. This version is more comprehensive than the free
version. |
| Letter Library |
Letter templates in MS Word for policy
gift receipt, request for in-force illustration, transfer of
ownership, and request for annual statements. |
| System Tutorial |
This simple, easy-to-use tutorial
guides you and your support staff through the system, making sure you
know how to use the various procedures and templates. |
|
Article & PowerPoint |
We have also included John Elbare's
paper on "Managing Donated Life Insurance Policies" as well as his
PowerPoint presentation, which he has delivered at the 2005 NCPG
Conference and a 2006 NCPG webinar. |
