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Life Insurance Policies

Financial Planning Tools Many families have purchased life insurance policies to provide security for loved ones, protect business interests, or pay estate taxes but no longer need the policy for the intent it was originally purchased. While life insurance can meet a variety of personal financial needs, it can also make a meaningful gift to charity. A gift of Life Insurance is flexible, immediate, convenient, private and economical. Simply contact the insurance company and request a Change of Beneficiary and/or Ownership Form.

There are several ways to make gifts using Life Insurance:

Call a staff member to help decide if a gift of Life Insurance is right for you.