Lifetime Gifts of Insurance
(Is this gift for you?)

A lifetime gift of an insurance policy is for you if ...

• You are maintaining insurance coverage that your family no longer needs.
• You hold few appreciated securities that you wish to donate.
• A significant charitable deduction would be useful to you this year.

For more information

Email us, complete the personal illustration form, or call us at 607-777-4712 so that we can assist you through every step of the process.