Life Insurance Policy

Life Insurance Policy Diagram

How It Works

  1. You assign all the rights in your insurance policy to OES, designate us as irrevocable beneficiary, and then receive an income-tax deduction
  2. OES 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 OES to pay these premiums
  • You can make a substantial gift on the installment plan
  • OES receives a gift they can use now or hold for the future

More Information

Contact Us

Madeline Pruett
Director of Development
pruettm@oes.edu
School: 503-768-3137

 

Oregon Episcopal School
6300 SW Nicol Road
Portland, OR, 97223

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