Planned Giving
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Action Items
- Download our free guide on the ins and outs of donating life insurance.
- Make an appointment with your attorney or other professional advisors to discuss how a gift of life insurance might fit into your plans.
- Please contact Susan Tuve at 800-521-3575 or susan.tuve@usdfoundation.org to discuss your particular situation and to ask any questions you may have about supporting us with a gift of life insurance. We're here to help.
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.
