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Hon. Robert Boyle Legacy Society
Some Inspiring Examples
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Gift Planning Home
Gift Planning Services
Hon. Robert Boyle Legacy Society
Some Inspiring Examples
STEP 1: EXPLORE
Legacy Planner™
Compare Gift Plans
Goals & Benefits
Giving Wisely
STEP 2: RESEARCH
Gift Plans
Assets You Can Give
Resources
Attorney Information
STEP 3: CONTACT
Contact Us
Request Information
Personal Calculators
Gifts of Life Insurance - Paid-Up Policy
How It Works
You transfer ownership of a paid-up life insurance policy to William & Mary .
W & M cashes in the policy now or maintains it and receives the death benefit later.
Benefits
You receive gift credit and an immediate income tax deduction for the cash surrender 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 gain the satisfaction of making a significant gift to William & Mary without adversely affecting your cash flow.
Next
More detail
on gifts of life insurance - paid-up policy.
Contact us
so we can assist you through every step.
Gift Planning Home
Gift Planning Services
Hon. Robert Boyle Legacy Society
Some Inspiring Examples
STEP 1: EXPLORE
Legacy Planner™
Compare Gift Plans
Goals & Benefits
Giving Wisely
STEP 2: RESEARCH
Gift Plans
Assets You Can Give
Resources
Attorney Information
STEP 3: CONTACT
Contact Us
Request Information
Personal Calculators
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