Ensure Our Community's Future
Planned Giving
Welcome to Planned Giving
The Future Is in Your Hands
Take the Legacy Challenge
How to Give
Compare Gift Options
Life Stage Gift Planner™
Establish Endowment Fund
Request a Calculation
Sample Language for Your Will or Trust
Management of Funds
Donor Recognition
Donor Stories
Interesting Articles
Work with Professional Advisors
Glossary
Meet the Staff
Contact Us
Life Insurance Policy
How It Works
- Donor assigns all the rights in insurance policy to UJA-Federation, designate us as irrevocable beneficiary, and then receives an income-tax deduction
- UJA-Federation may surrender the policy for its cash value or hold it and receive the proceeds at donor's death
Benefits
- Donor receives a federal income-tax deduction
- If premiums remain to be paid, donor can receive income-tax deductions for contributions to UJA-Federation which are used to pay these premiums
- Donor can make a substantial gift on the installment plan
Read a detailed description of this gift
UJA-Federation Life Insurance Matching Program
More Information
Which Gift Is Right for You?
Contact Us
UJA-Federation of New York Phone: 1.800.997.5266 |
© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer