OHSU

Is This Gift Right for You?

Use this checklist to see if a charitable gift of life insurance seems like a good option for you.

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Three yes/no questions can help you decide if using life insurance to support our work is right for you.

If you can answer yes to each of the following questions, you may find that donating an existing life insurance policy makes sense for you. If not, we can help you find an option that's a better fit.
  • Do you have a life insurance policy that no longer fits the need for which it was originally intended?
  • Would you like to receive tax benefits from your gift this year?
  • Would you like to support our organization?
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Learn more about whether a gift of life insurance is right for you.

If you think that a gift of life insurance might be right for you, or you want to talk about other options for supporting our work, please contact Office of Gift Planning at Toll Free 800-462-6608 or 503-228-1730 or pginfo@ohsu.edu.


Your Next Steps
Getting Started | Is This Gift Right for You? | Case Study | But What About the Kids? | How to Complete Your Gift | Action Items