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Home > Donate Now > Planned Giving > Life Insurance

Life Insurance

A life insurance policy is an excellent way to make a substantial gift to the UA Hillel at relatively little cost.

You can:

  • Name the UA Hillel as the full or partial beneficiary of an existing policy, resulting in an estate tax charitable deduction.
  • Transfer all or part of an existing policy to the UA Hillel, resulting in an income tax deduction based on the cash value of the policy.
  • Establish a new policy, naming the UA Hillel as the owner and beneficiary, and making future premium payments in the form of tax-deductible gifts to the UA Hillel.
     


The information on this Web page is for illustration purposes only and should not be considered legal, accounting, or other professional advice. The actual benefits of your gift may vary depending on your individual circumstances. The UA Hillel's development professionals would be happy to assist you and your advisors in determining the best gift plan for you.

If you have questions or would like to learn more about making a gift of life insurance, you may contact Michelle Blumenberg at (520) 624-6561 or via email.


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