Planned Giving

Gifts of Life Insurance

Gifts of Life Insurance

 


How It Works

  • You transfer ownership of a paid-up life insurance policy to Catholic Charities Diocese of San Diego.
  • Catholic Charities elects to cash in the policy now or hold it.

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.

Next