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Gift Planning

Life Insurance Policy

Life Insurance Policy Diagram

How It Works

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

More Information

Contact Us

Lillian Sevilla
Associate Director of Gift Planning
866-526-4438
giftplanning@swarthmore.edu

 

Swarthmore College
500 College Avenue
Swarthmore, PA 19081

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