How You Can Help

Gift Planning

Life Insurance Policy

DRI_Life Insurance Policy_NEW.png

How It Works

  1. You assign all the rights in your insurance policy to the DRI Foundation, designate us as irrevocable beneficiary, and then receive an income-tax deduction
  2. The DRI Foundation may surrender the policy for its cash value or hold it and receive the proceeds at your death

Benefits

  • You receive a federal income-tax deduction
  • If premiums remain to be paid, you can receive income-tax deductions for contributions to the DRI Foundation to pay these premiums
  • You can make a substantial gift on the installment plan
  • The DRI Foundation receives a gift they can use now or hold for the future

More Information

Contact Us

Office of Gift Planning
jshapiro@drif.org
(800) 321-3437

 

The DRI Foundation
200 South Park Road, Suite 100
Hollywood, FL 33021

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