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The CPCU-Loman Education Foundation also offers five varied categories for
more specific member and nonmember contributions:
Memorial Contributions:
Donations may be made in memory
of friends or family. Both the sender and family of the deceased receive
acknowledgement cards in return.
Click
here to download the Memorial Donation Form in Excel Format. You will be
able to fill out the form electronically and then print it out and mail it to the Foundation at 720 Providence Road, Malvern, PA 19355 or fax it to (610) 251-2780 or scan and email to pbarnes@cpcusociety.org.
Honorarium Contributions:
Donations may be made in honor of a CPCU, an industry professional, or other
individual. Both the sender and the person being honored receive a letter
of acknowledgement and thanks.
Click
here to download the In Honor of Donation Form in Excel Format. You will be
able to fill out the form electronically and then print it out and mail it to the Foundation at 720 Providence Road, Malvern, PA 19355 or fax it to (610) 251-2780 or scan and email to pbarnes@cpcusociety.org.
Ella Rachel Lyons Club:
An individual may make a contribution to the Foundation by creating a testamentary
gift through a will or estate plan.
Life Insurance:
The Foundation may be designated irrevocable beneficiary of one’s life insurance
policy, thereby rendering annual premiums on the policy tax deductible.
Securities:
Securities may be contributed, often providing the donor with tax advantages
on stocks with a cost basis below market value
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