Insuring the Future for the Spina Bifida Association of Western Pennsylvania

Gifts of life insurance can help you substantially increase the impact of your gift to the Spina Bifida Association of Western Pennsylvania while at the same time offer you significant tax savings. And your gift will provide critical support for our mission of providing a continuum of support services, education and advocacy for individuals with Spina Bifida and their families.

Check your life insurance policies and compare your coverage with your current needs. Then review your financial and estate planning goals and consider using life insurance to make a gift to the Spina Bifida Association of Western Pennsylvania.

Planning a Life Insurance Gift to the Spina Bifida Association of Western Pennsylvania

Work with your professional advisors to determine the best way to utilize life insurance in making a charitable gift.

• Give an Existing Policy
  • Change the owner and beneficiary of an existing policy to the Spina Bifida Association of Western Pennsylvania and you will qualify for an immediate income tax deduction and reduce your estate taxes. If you are still paying premiums, you can deduct future premium payments as well.
• Give a New Policy
  • Make a tax-deductible gift to the Spina Bifida Association of Western Pennsylvania for the purchase of a new insurance policy. The SBAWP will be the applicant, owner and beneficiary of the policy.
• Designate the Spina Bifida Association of Western Pennsylvania as Beneficiary
  • Name the Spina Bifida Association of Western Pennsylvania as primary, secondary, or contingent beneficiary for all or part of the proceeds of your life insurance policy and save on estate taxes.

Life insurance provides tremendous flexibility for including a charitable gift as part of your long range financial and estate planning goals. Please consult with your professional advisor before making any final decisions about making a gift to the Spina Bifida Association of Western Pennsylvania.^[1]

The staff at the Spina Bifida Association of Western Pennsylvania will be happy to work with you and your advisors in arranging your gift. Having a conversation in advance with our staff will ensure that your wishes will be carried out, particularly if you are considering special restrictions to your gift.

Please write, call, or email:

Dana Schutte
Executive Director
Spina Bifida Association of Western Pennsylvania
(724) 934-9600
dschutte@sbawp.org

Thank you for your thoughtfulness and generosity.
We simply cannot do our work without you!