|
||||||||
|
Lifetime Gifts of Insurance
(Gift illustration)
How it works
 |
You transfer ownership of a paid-up life insurance policy to the Wharton School. |
 |
Wharton cashes the policy now, or maintains it and receives the death benefit later. |
Benefits
- You receive gift credit and an immediate income tax deduction for the cash surrender value of the policy.
- 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 gain the satisfaction of making a significant gift to Wharton without adversely affecting your cash flow.
For more information
Email us, complete the personal illustration form, or call us at 215.898.1638 so that we can assist you through every step of the process.