Life Insurance Policy

Life Insurance Policy Diagram. Description of image is listed below.

How It Works

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

 

Contact Us

Cathy Steinhafel, JD, Law '89
Managing Director, Planned Giving
(414) 288-6501
Catherine.Steinhafel@marquette.edu

Marquette University
1250 W. Wisconsin Ave.
Milwaukee, WI 53233

Federal Tax ID number: 39-0806251

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