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Life insurance policy

Life Insurance Policy.png

How it works

  1. You assign all the rights in your insurance policy to the University of Rochester, designate us as irrevocable beneficiary, and then receive an income-tax deduction
  2. The University of Rochester 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
  • The University of Rochester receives a gift they can use now or hold for the future

More Information

Contact Us

University of Rochester
Office of Trusts, Estates & Gift Planning
Box 278799
Rochester, NY 14627-8799
Federal Tax ID Number: 16-0743209

 

1-800-MELIORA (1-800-635-4672)
Phone: (585) 275-8894
Fax: (585) 276-1986
E-mail: giftplanning@rochester.edu

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