University Advancement
Office of Planned Giving
John Dodge House
507 Golf View
Rochester, MI 48309-4488
(248) 370-3698
Fax (248) 370-6141
giftplan@oakland.edu
Life Insurance Policy
How It Works
- You assign all the rights in your insurance policy to OU, designate us as irrevocable beneficiary, and then receive an income-tax deduction
- OU 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 OU to pay these premiums
- You can make a substantial gift on the installment plan
- OU receives a gift they can use now or hold for the future
More Information
Request an eBrochure
Which Gift Is Right for You?
Contact Us
Colette O'Connor |
Oakland University |
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