Planned Giving

Life Insurance Policy

Life Insurance Policy Diagram

How It Works

  1. You assign all the rights in your insurance policy to EOC, designate us as irrevocable beneficiary, and then receive an income-tax deduction
  2. EOC may surrender the policy for its cash value or hold it and receive the proceeds at your death

Benefits

  • You receive a federal income-tax deduction
  • If premiums remain to be paid, you can receive income-tax deductions for contributions to EOC to pay these premiums
  • You can make a substantial gift on the installment plan
  • EOC receives a gift they can use now or hold for the future

More Information

Contact Us

Maggie St. Clair
Major Gifts Manager
mstclair@energyoutreach.org
720.769.7115

 

Energy Outreach Colorado
303 E 17th Ave Ste 405
Denver, CO 80203
EIN: 74-2543881

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