Ways to Make a Planned Gift » Life Insurance

Life Insurance

 
You may have more life insurance policies than you need to protect your family. By making St. Joe’s the owner and beneficiary of a life insurance policy, you can receive an immediate income tax deduction. Depending on your particular circumstances, you may also be eligible for further deductions on premium payments.
 
You can also remain as the owner of an existing policy and name St. Joe’s as a partial or the sole beneficiary. You may also be interested in purchasing a new policy with St. Joe’s as the intended beneficiary, allowing you to give a larger gift that the amount of the premiums alone.
 
There are many ways to support St. Joe’s through a gift of life insurance. For more information on planned giving, please contact the Advancement Office at 716.270.4110 or [email protected].
 
The information on this website is not intended as legal or tax advice. Full Disclaimer.