Life Insurance Policy

Life Insurance Policy Diagram

How It Works

  1. You assign all the rights in your insurance policy to UA Foundation, designate us as irrevocable beneficiary, and then receive an income-tax deduction
  2. UA Foundation may surrender the policy for its cash value or hold it and receive the proceeds at your death

Benefits

  • You receive a federal income-tax deduction
  • If premiums remain to be paid, you can receive income-tax deductions for contributions to UA Foundation to pay these premiums
  • You can make a substantial gift on the installment plan
  • UA Foundation receives a gift they can use now or hold for the future

More Information

Contact Us

Toll Free: (800) 845-4877
Phone: (520) 621-1993
Fax: (520) 626-7800
Email: plangift@al.arizona.edu

 

The University of Arizona Foundation
Office of Gift Planning
1111 N. Cherry Avenue
P.O. Box 210109
Tucson, AZ 85721-0109

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