Planned Giving

Life Insurance Policy

Life Insurance Policy Diagram

How It Works

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

More Information

Contact Us

Elizabeth Briand
Associate Director for Planned Giving
212.792.2900
ebriand@ajws.org

 

American Jewish World Service
45 West 36th Street
New York, NY 10018

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