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Section TitleGiving
Planned Giving Welcome Our Legacy Society Meet Our Donors
Ways of Giving Goals & Benefits Gifts Anyone Can Make
Gifts From Will or Trust Retirement Plan Stock and Appreciated Assets Life Insurance
Gifts That Pay You Income Gifts That Protect Your Assets
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Charitable Giving
Sutter Roseville Medical Center Foundation

Gifts of Life Insurance

 
This diagram represents how to make a gift of life insurance - a gift that costs nothing during lifetime.
Sutter Roseville Medical Center logo

How It Works

  • You transfer ownership of a paid-up life insurance policy to Sutter Roseville Medical Center.
  • SRMC Foundation elects to cash in the policy now or hold it.

Benefits

  • Make a gift using an asset that you and your family no longer need.
  • Receive an income tax deduction equal to the cash surrender value of the policy.
  • You may be able to use the cash value of your policy to fund a gift that delivers income, such as a deferred gift annuity.

How Much Life Insurance Do I Need?Opens new window
What Is My Life Expectancy?Opens new window

Next

  • Frequently asked questions on gifts of life insurance.
  • Contact us so we can assist you through every step.

The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.

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