Legacy Fund: Insurance Policies

If you want to create a Legacy Fund at Napa Valley Community Foundation without tapping into the other assets of your estate, a gift of life insurance may be a good option.

As long as you retain ownership of the policy, there is no charitable deduction for the value of the policy when you designate Napa Valley Community Foundation as the beneficiary.

You retain access to the cash value of the policy, and the right to change the beneficiary designation. Proceeds payable to a Legacy Fund at NVCF at your death, however, will not be subject to federal estate taxes.

Looking for something you can’t find? Email or call our staff to talk about legacy giving at NVCF.


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