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How It Works
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You transfer ownership of a paid-up life insurance policy to ROA.
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ROA elects to cash in the policy now or to keep the policy and receive the death benefit later.
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Benefits
- You receive gift credit and an immediate income tax deduction for the cash surrender value of the policy (technically, the “interpolated terminal reserve value” of the policy).
- In some cases, you can use the cash value in your policy to fund a life-income gift, such as a deferred gift annuity.
- You can have the satisfaction of making a significant gift now to ROA without adversely affecting your cash flow.
To learn more about gifts of life insurance, Email us, complete the Information Request form, or call us at so that we can assist you.
The Reserve Officers Association
J. Richard Thralls, Director of Resource Development
One Constitution Ave, NE
Washington, DC 20002-5618
202-646-7721 | Fax: 202-547-1641
Planned Giving content ©Copyrighted 2008 VirtualGiving
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