Life Insurance Policy

Life Insurance Policy Diagram. Description of image is listed below.

How It Works

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

Contact Us

Jessica Nelson, J.D.
Senior Director of Legacy Giving
jessica.nelson@utah.edu

Tiffany Lopez, J.D.
Director of Legacy Giving
tiffany.lopez@utah.edu

Ann Morse, J.D.
Director of Legacy Giving
ann.morse@hsc.utah.edu

801-581-6824

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