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Gifts of Life Insurance
CLICK HERE FOR A DETAILED EXPLANATION
How It Works
You transfer ownership of a paid-up life insurance policy to Julie Billiart School.
After the transfer, Julie Billiart School elects to cash in the policy now or to keep the policy and receive the death benefit later.
Benefits
- You receive gift credit and an income tax deduction for the lesser of the cash surrender value of the policy or the total of you premium payments.
- In some cases, you can use the cash value in your policy to fund a life-income gift, such as a deferred gift annuity.
- You have the satisfaction of making a significant gift now to Julie Billiart School without adversely affecting your cash flow.
More
- Is this gift for you? Click here.
- Read more detail. Click here.
To learn more about gifts of life insurance, Email us, complete the Information Request Form, or call us at (216) 381-1191 so that we can assist you.
The Julie Billiart School
4982 Clubside Rd.
Lyndhurst,OH 44124
(216) 381-1191 | Fax: (216) 381-2216
