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

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

Request an eBrochure

Which Gift Is Right for You?

Colette O'Connor
Sr. Director of Planned Giving
(248) 370-3698
oconnor@oakland.edu

Oakland University
Office of Planned Giving
John Dodge House
507 Golf View Lane
Rochester, MI 48309
Federal Tax ID Number: 38-1714400

University Advancement

Frances M. Moceri House
3151 University Dr.
Auburn Hills, MI 48326-2359
(location map)
(248) 370-4504
Fax: (248) 364-6101
[email protected]