Witham Health Services
 


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Paid-Up Policy


How it works

  1. You transfer ownership of a paid-up life insurance policy to the Witham Health Services Foundation.
  2. Witham Health Services Foundation 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 the Witham Health Services Foundation without adversely affecting your cash flow.

For more information

Email us at foundation@witham.org or call us at 765-485-8112 so that we can assist you through every step of the process.



Questions? Please contact:
Witham Health Services Foundation
2705 N. Lebanon Street, Suite 115
Lebanon, IN  46052
Phone: 765-485-8112
Fax: 765-485-8139
foundation@witham.org

 








© 2014 Witham Health Services | 2605 N. Lebanon Street | Lebanon, IN 46052 | (765) 485-8000