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Gifts of Life Insurance

Click Here for Detailed Explanation



How It Works

You transfer ownership of a paid-up life insurance policy to Sam Houston State University.

SHSU elects to cash in the policy now or to keep the policy and receive the death benefit later.

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 SHSU without adversely affecting your cash flow.

More


For more information

If you are considering a gift of life insurance, email us, complete the personal illustration form, or call us at (936) 294-3625 so that we can assist you through every step of the process.


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"I prefer to be remembered for what I have done for others,
not what others have done for me."
~Thomas Jefferson

University Advancement Office
Box 2537
Huntsville, Texas 77341-2537
Phone: (936) 294-3625      Fax: (936) 294-1993
http://www.shsu.edu/~ua_www

E-Mail: rhondaellisor@shsu.edu

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