Planned Giving

Gifts of Life Insurance

CLICK HERE FOR A DETAILED EXPLANATION

How It Works

  You transfer ownership of a paid-up life insurance policy to the Catholic Diocese of Arlington.

  After the transfer, the Arlington Diocese elects to cash in the policy now or to keep the policy and receive the death benefit later.

Benefits

  • You receive gift credit and an income tax deduction for the lesser of the cash surrender value of the policy or the total of you premium payments.
  • In some cases, you can use the cash value in your policy to fund a life-income gift, such as a deferred gift annuity.
  • You have the satisfaction of making a significant gift now to the Arlington Diocese without adversely affecting your cash flow.

More

To learn more about gifts of life insurance, Email us, complete the Information Request Form, or call us so that we may assist you.




The Catholic Diocese of Arlington
200 N. Glebe Road
Suite 811
Arlington ,VA
(703) 841-2516