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Is This Gift Right for You?
If you can answer yes to each of the following questions, you may find that donating an existing life insurance policy makes sense for you. If not, we can help you find an option that's a better fit.
- Do you have a life insurance policy that no longer fits the need for which it was originally intended?
- Would you like to receive tax benefits from your gift this year?
- Would you like to support our organization?
| Learn more about whether a gift of life insurance is right for you. |
If you think that a gift of life insurance might be right for you, or you want to talk about other options for supporting our work, please contact Joe Kremer at 860-963-6173 or jkremer@pomfretschool.org.
Your Next Steps
Getting Started | Is This Gift Right for You? | Case Study | But What About the Kids? | How to Complete Your Gift | Action Items
Getting Started | Is This Gift Right for You? | Case Study | But What About the Kids? | How to Complete Your Gift | Action Items
Copyright © The Stelter Company, All rights reserved.
The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.
