Life Insurance Policy

Life Insurance Policy Diagram. Description of image is listed below.

How It Works

  1. You assign all the rights in your insurance policy to UA, designate us as irrevocable beneficiary, and then receive an income-tax deduction
  2. UA 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 to pay these premiums
  • You can make a substantial gift on the installment plan
  • UA receives a gift they can use now or hold for the future

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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