Give Through a Gift of Life Insurance
A simple, powerful way to make a lasting gift to your neighbors in Georgetown and northern Williamson County.
Life insurance is one of the easiest and most affordable ways to make a significant future gift to The Caring Place. Whether you have a policy you no longer need or want to plan a meaningful legacy, a gift of life insurance lets you turn a modest premium into real, lasting help for families right here at home.
Why Give Life Insurance?
Make a larger gift than you thought possible. A relatively small annual premium can grow into a substantial future gift—allowing you to support families in crisis in a way that might not otherwise be within reach.
Enjoy potential tax advantages. Depending on how your gift is structured, you may qualify for a charitable deduction. Your advisor can help you understand the benefits for your specific situation.
Repurpose a policy you no longer need. Many people hold policies originally purchased to protect a mortgage or growing family—needs that have since changed. Redirecting that policy to The Caring Place gives it new purpose.
Keep your gift local. Every gift stays right here, meeting the essential needs of families throughout northern Williamson County with compassion and respect.
Ways to Give Through Life Insurance
There are several simple ways to make The Caring Place part of your life insurance planning:
Name us as a beneficiary. The easiest option: simply name The Caring Place as a beneficiary (full or partial) on your policy. You keep ownership and control of the policy during your lifetime, and can change the designation at any time. Your insurance company can provide a beneficiary designation form.
Donate a paid-up policy. If you own a policy you no longer need, you can transfer ownership to The Caring Place. This may entitle you to a charitable deduction based on the policy's value.
Give a new or existing policy. You can name The Caring Place as both owner and beneficiary of a policy and continue making tax-deductible gifts to cover the premiums.
Why Give to The Caring Place This Way?
Support your neighbors close to home. Your future gift provides food, shelter, and dignity for families in a moment of crisis, right here in Georgetown and northern Williamson County.
Plan a legacy without affecting your budget today. A gift of life insurance lets you make a meaningful future commitment while preserving your current income and assets.
Leave a lasting impact. Naming The Caring Place in your life insurance planning ensures your compassion for our community continues for generations.
How to Get Started
Making a gift of life insurance is simple, and your insurance provider or financial advisor can help. To name The Caring Place as a beneficiary or owner, you'll need our organization information:
Organization: The Caring Place EIN: 74-2386902
We're glad to provide any additional details your provider or advisor may need.
Questions?
We're happy to help you and your advisor explore whether a gift of life insurance is right for you. Reach out to our Engagement Director, Jonathan Davis, by calling him at 512-943-0727 or emailing him at jdavis@caringplacetx.org, and he'll walk you through the process or provide any additional information your provider may need.
The Caring Place does not provide tax or legal advice. Please consult your financial advisor regarding your specific situation.
