Planned Giving

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Life Insurance Policy

Life Insurance Policy Diagram

How It Works

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

More Information

Contact Us

Marya E. Jones, J.D.
Phone: 317.962.1891
Cell: 317.750.4857
mjones68@iuhealth.org

 

1633 N. Capitol Avenue, Suite 1200
Indianapolis, IN 46202