You don't need a large estate to make a significant gift to us.
We can show you how to leverage your dollars for a larger gift.
How It Works
- You transfer ownership of a paid-up life insurance policy to Harry-Anna Trust Fund.
- The trust fund elects to cash in the policy now or hold it.
- Make a gift using an asset that you and your family no longer need.
- Receive an income tax deduction.
In some cases, you can use the cash value in your policy to fund a life-income gift, such as a deferred gift annuity.