Lifetime Gifts of Insurance
(Is this gift for you?)

Related Links

 · 

Gift illustration

 · 

Complete gift description

 · 

Is this gift for you?

 · 

Important reminders

 «

Back

A lifetime gift of an insurance policy is for you if ...

  • You are maintaining insurance coverage that your family no longer needs.
  • You hold few appreciated securities that you wish to donate.
  • A significant charitable deduction would be useful to you this year.

For more information

Email us, complete the personal illustration form, or call us at 1-800-915-6789 so that we can assist you through every step of the process.





The material presented on this web site is not offered as legal or tax advice. Please review calculations of tax benefits with planned giving staff to ensure that they reflect current interest rates and other assumptions. And, seek the counsel of your tax advisor, attorney and/or financial planner to review tax calculations and ensure that a contemplated gift is appropriate for your situation.