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How It Works
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You transfer ownership of a paid-up life insurance policy to Winterthur.
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After the transfer, Winterthur elects to cash in the policy now or to keep the policy and receive the death benefit later.
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Benefits
- You receive gift credit and an immediate income tax deduction for the cash surrender value of the policy (technically, the “interpolated terminal reserve value” of the policy).
- In some cases, you can use the cash value in your policy to fund a life-income gift, such as a deferred gift annuity.
- You can have the satisfaction of making a significant gift now to Winterthur without adversely affecting your cash flow.
More
To learn more about gifts of life insurance, e-mail us, complete the Information Request Form, or call us at 302.888.4878 so that we can assist you.
Winterthur Museum & Country Estate
Winterthur, DE 19735
302.888.4878 | Fax: 302.888.4685
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