Life Insurance
Life Insurance
A gift of life insurance is an affordable way to make a real difference. A modest annual premium, paid over time, can result in a significant future legacy.
- Assign United Way HPE as the beneficiary of an existing policy: receive a charitable tax receipt for the net cash surrender value and any premiums paid after the donation date.
- Donate a new policy: receive a charitable tax receipt for premiums paid after the donation date.
Benefits of a gift of life insurance:
- Affordable annual premiums, which convert to a large gift to United Way HPE.
- You receive a charitable tax receipt based on the way the insurance was gifted.
Gifts of life insurance are not included in probate.
It is always advised to consult your own financial advisor regarding your legacy giving plans.
To further discuss your options, please contact:
Brandi Hodge, Executive Director : bhodge@unitedwayhpe.ca or
Jennifer Smith, Director Community Relations: jsmith@unitedwayhpe.ca
phone : 613-962-9531
