Life Insurance Policy

Life Insurance Policy Diagram

How It Works

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

More Information

Contact Us

Jimmy Collins
Senior Development Officer
collinsjam@uwplatt.edu
563.580.7908

 

Office of Planned Giving
University of Wisconsin – Platteville Foundation and Alumni Association
1 University Plaza
Platteville, WI 53818

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer