Passing on a

life insurance

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Passing on the benefits of a life insurance policy to Action Education: your savings for education

What is life insurance?

Life insurance is a savings contract taken out with an insurance company or a bank, which allows you to build up and increase your capital in a tax-efficient way, to be used according to your needs. 

How to transfer a life insurance policy?

Your life insurance policy contains a clause in which you can designate one or more beneficiaries who will benefit from your savings outside your estate.

You can therefore designate Action Education as the beneficiary of all or part of your savings at any time.

"By designating Action Education as the beneficiary of your life insurance policy, you give meaning to your savings, by using them to finance our actions in favour of education.

Jean-Pierre PICHAUD - President of Action Education

You can continue to enjoy your savings throughout your life, knowing that when you die, your capital will be used to provide access to education for many children who are missing out.

You should also know that the capital passed on to Action Education will be totally exempt from inheritance or transfer tax. The entire proceeds of your life insurance policy will therefore be devoted to the education of children deprived of this fundamental right.

Passing on life insurance in confidence

Founded in 1981, Action Education is an association recognised as being of public utility and approved by the Ministry of Education. Our projects are supported by the French Development Agency and the European Union. Each year, our accounts are audited and certified by an auditor, and we publish an activity report.

How do I designate Action Education as the beneficiary of my life insurance?

To transfer a life insurance policy, you only have to complete one formality.

You can ask your policy administrator to name Action Education as the beneficiary of your life insurance policy at any time, or add it to the list of beneficiaries you have already named, whether it is an existing policy or a new policy. All you need to do is write on the beneficiary clause: "Action Education, whose head office is located at 53 boulevard de Charonne, 75011 Paris". When you die, your banker or insurer is obliged to inform us that you have designated us as beneficiary.  

Please note that you can change your contract at any time to add or remove a beneficiary in complete confidentiality. 

Find out the answers to the questions we are most frequently asked about the transfer of a life insurance policy:

What is life insurance?

Life insurance allows you to build up capital through regular or exceptional payments, which can be passed on to the natural or legal person of your choice in the event of your death or during your lifetime.

It is the subject of a contract taken out with insurance companies. The beneficiary or beneficiaries can be changed during the life of the contract.

Can I request that my donation or legacy money be used for a specific purpose?

The money collected by Action Education is generally pooled and used to finance, as needed, all the projects set up by the association in favour of education.

If you have specific wishes, please contact Audrey Grosjean by e-mail, to the address : [email protected] or by telephone, at

The legacy in brief

Listen to Audrey GROSJEAN talk about Action Education's approach to heritage transmission

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Any questions?

Head of legacy department

01 55 25 40 92


Any questions?

Head of legacy department

01 55 25 40 92

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