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Leaving a Legacy with Planned Giving - your favorite St. Peter’s Health Partner’s legacy foundation

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A gift of life insurance for your favorite St. Peter’s Health Partner’s legacy foundation

There are two ways to support your favorite St. Peter’s Health Partner’s legacy foundation with a gift of life insurance.

  1. Name your favorite St. Peter’s Health Partner’s legacy foundation as beneficiary of your whole life insurance policy. This simple gift can be completed by updating your beneficiary information with your policy provider.
  2. Transfer ownership of a paid-up life insurance policy to your favorite St. Peter’s Health Partner’s legacy foundation or, take out a new policy that names us as owner and sole beneficiary. Receive a charitable deduction for your annual gifts to cover policy premiums.

Not all life insurance policies are appropriate for both types of gifts. To learn more, contact Peter D. Semenza, Vice President, Philanthropy, at (518) 482-4433 or Peter.Semenza@sphp.com

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© Planned Giving Marketing. This document is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.

St. Peter’s Health Partner’s Legacy Foundations | 310 S. Manning Blvd. | Peter.Semenza@sphp.com

Copyright © St. Peter’s Health Partner’s Legacy Foundations and Planned Giving Marketing.

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.