Life Insurance Policy

Life Insurance Policy Diagram

How It Works

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

More Information

Contact Us

Jennifer Brier, Esq.
Director, Planned Giving and Endowments
jbrier@jewishphilly.org
215.832.0528

 

Jewish Federation of Greater Philadelphia
Two Commerce Square
2001 Market Street, Suite 2300
Philadelphia, PA 19103

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