Planned Giving

UJA Life Insurance Program

For select, long-term UJA-Federation donors, UJA-Federation offers a matching program that doubles the value of your gift.

How it works:

  • You apply for a new life insurance policy and designate UJA-Federation as both the owner and beneficiary of the policy.
  • You make a charitable, tax-deductible gift to UJA-Federation in the amount of one-half of the total annual premium for a set number of years (not to exceed 4 years).
  • UJA-Federation will match the amount of your gift and pay the total premium for the policy.

Example: Below is a table with sample rates for a $300,000 life insurance policy gift*

Age of Female Donor Donor’s Premium Payments per Year Total Donor Premium Payments After 4 Years
25 $2,458 $8,532
30 $3,001 $9,832
35 $3,471 $12,004
40 $4,339 $13,884
45 $5,017 $17,356

*These are sample rates for illustration purposes only. All rates may vary based on donor age, health, and interest rates. Actual rates to be confirmed on an individual basis with insurance.

For more information contact us.

 

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