Planned Giving

Life Insurance Strategies and Benefits

1) Life insurance enables the donor to make a substantial and meaningful gift to IHTAF by making a relatively small gift of premiums.

2) You will receive recognition during your lifetime for a major contribution that is normally reserved for the wealthy.

3) Your personal needs for life insurance may have changed since you purchased your life insurance policy. Your children may be grown, a spouse could be deceased, and your debts such as mortgage may now be paid off. It now may be appropriate to help support IHTAF.

4) By naming IHTAF owner of a new or existing life insurance policy, there are major tax advantages including premiums being fully tax deductible.

5) There is the option of naming IHTAF as a full or partial beneficiary of your existing life insurance.

6) Life insurance can be structured where premiums may be needed for a limited number of years such as 10-15 years. (Based upon current assumptions which are not guaranteed)

7) Membership in It Happened To Alexa Foundation Gold Society.

I have an interest in finding out more about life insurance strategies and benefits.

Contact Information ________________________________

Name ____________________________________________

Street Address _____________________________________

City _____________________ State _____ Zip __________

Email _________________ Daytime phone # ________________

Who to contact: Dalton J. Raymond, National Director of Planned Giving.

What is IHTAF Gold Society? How do I become a member?