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 HWS, designate us as irrevocable beneficiary, and then receive an income-tax deduction
  2. HWS 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 HWS to pay these premiums
  • You can make a substantial gift on the installment plan
  • HWS receives a gift they can use now or hold for the future

More Information

Contact Us

Angela Tallo Lang '05
Director of Planned Giving and The Wheeler Society
(315) 781-3545
LANG@hws.edu

 

Hobart and William Smith Colleges
Attn: Angela Tallo
300 Pulteney Street
Geneva, NY 14456
Federal Tax ID Number: 16-0743040

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