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Lifetime Gifts of Insurance
(Gift illustration)

How it works

You transfer ownership of a paid-up life insurance policy to MDA.

MDA cashes the policy now, or maintains it and receives the death benefit later.

Benefits

  • You receive gift credit and an immediate income tax deduction for the cash surrender value of the policy.
  • 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 gain the satisfaction of making a significant gift to MDA without adversely affecting your cash flow.

For more information

Email us, complete the personal illustration form, or call us at 800-223-6011 so that we can assist you through every step of the process.




 

MDA
3300 East Sunrise Drive
Tucson, AZ 85718
800-223-6011 | Fax: 520-529-5467




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