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Gifts of Life Insurance

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Gifts of Life Insurance

 

Click to play video which describes a gift of life insurance

How It Works

  • You transfer ownership of a paid-up life insurance policy to Heritage Christian Services.
  • Heritage Christian Services elects to cash in the policy now or hold it.
  • Consider naming Heritage Christian Services in your long-term plans. It's simple.

Benefits

  • Make a gift using an asset that you and your family no longer need.
  • Receive an income tax deduction equal to the cash surrender value of the policy.
  • You may be able to use the cash value of your policy to fund a gift that delivers income, such as a deferred gift annuity.


Corporate Office

275 Kenneth Dr., Suite 100
Rochester, NY 14623
T: (585) 340-2000
F: (585) 340-2006
TDD: (800) 662-1220

Regional Office

130 John Muir Dr., Suite 106
Amherst, NY 14228
T: (716) 743-2020
F: (716) 743-1838
TDD: (800) 662-1220

Are you or a loved one seeking support?

Call our office and ask for the resource advisor. Our staff can answer questions and suggest services that make sense for you or loved ones. Call (585) 340-2000 or (716) 743-2020

Heritage Christian Services, Inc. is an equal opportunity program provider and employer, and complies with Title VI of the Civil Rights Act of 1964 (“Title VI”) and the Americans with Disabilities Act (ADA). Learn more about Title VI here. HERITAGE CHRISTIAN SERVICES COMPLIANCE HOTLINE - Call (585) 340-5797 © Copyright 2020, Heritage Christian Services. All rights reserved. The Consolidated Appropriations Act (CAA), federal legislation passed in 2020, requires health plans to make provider cost information publicly available to members and plan participants. To maintain compliance with this mandate we are proving a link to Excellus’ website with Machine Readable Files (MRFs) which includes provider pricing and cost information for all fully insured group and individual plans, as well as self-funded group health plans. Learn more here.

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