University Resources, Operations and Policies

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    Guidelines on Gifts of Life Insurance


    Policy Statement

    The policies and procedures set forth in this document are intended to assist and guide the activities of University personnel who are involved in the acceptance of gifts of life insurance to Adelphi.

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    Reason for Policy

    These policies and procedures are intended to provide a standardized and consistent approach to the University’s solicitation and acceptance of gifts of life insurance that protects our good relationships with the many alumni, friends, corporations, foundations, and others who benefit Adelphi through their philanthropy.

    It also insures that the receipt of gifts of life insurance advances the University’s mission and is done in accordance with applicable local, state, and federal statutes. The guidelines are designed with sufficient flexibility to accommodate complex or unpredictable gift situations and donor expectations within the constraint of consistency with the University’s mission and policies.


    Who Is Governed by this Policy                                         

    Staff


    Contacts                                                                       

    Brady Crook 
    516.877.3258
    bcrook@adelphi.edu


    Document History                                                      

    • Last Reviewed Date: October 22, 2017
    • Last Revised Date: October 22, 2017
    • Policy Origination Date: Unknown

    Who Approved This Policy                                                  

    Brady Crook, Vice President for University Advancement

     

    Schools/Departments:

  • Office of University Advancement
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