Life Insurance Policy

Life Insurance Policy Diagram. Description of image is listed below.

How It Works

  1. You assign all the rights in your insurance policy to Walker's, designate us as irrevocable beneficiary, and then receive an income-tax deduction
  2. Walker's 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
  • If premiums remain to be paid, you can receive income-tax deductions for contributions to Walker's to pay these premiums
  • You can make a substantial gift on the installment plan
  • Walker's receives a gift they can use now or hold for the future

More Information

Contact Us

Gretchen Orschiedt
Assistant Head for Advancement
860-408-4260
gorschiedt@ethelwalker.org

 

The Ethel Walker School
230 Bushy Hill Road
Simsbury, CT 06070
Federal Tax ID Number: 06-0689699

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