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Donation of a new life insurance policy

An economical way of making a meaningful contribution

André Pelletier, HEC Montréal 2004, 2005 et 2009

“What drew me to gift my life insurance policy was that, for a very reasonable annual amount over a set period of time, I could make a substantial donation. You don’t have to be wealthy to make a planned gift.”

André Pelletier, HEC Montréal 2004, 2005 and 2009
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You can make the HEC Montréal Foundation the owner and beneficiary of a new life insurance policy. It’s an easy-to-manage, efficient and budget-friendly way of leaving a substantial donation and managing the corresponding cost over a set period of time.

  • Your life insurance advisor can guide you and help you pick the type of policy that is best suited to your needs and individual circumstances.
  • This is a particularly attractive option for young donors whose premiums are low. It is also a very interesting opportunity for members of the same family who wish to make a significant donation.
  • This type of donation lets you leave an amount that is greater than the cost of the premiums. You will receive a tax receipt for the yearly premiums paid, thereby reducing the overall cost of your donation.

Have you made arrangements to gift a life insurance policy to the HEC Montréal Foundation?

Please let us know so we can thank you personally and acknowledge your generosity through Société Héritage, the aim of which is to recognize all those who have opted to leave a bequest or a gift of life insurance to the HEC Montréal Foundation. You may also choose to remain anonymous, if you wish.

We’re here for you every step of the way!

Badreddine Maamar
 HEC Montréal 2007
Director – Major and Planned Gifts, and Assistant Director
Member of CAGP
Member of APFF

badreddine.maamar@hec.ca
514 340-7186

Humeyra A. Karsli
HEC Montréal 2010
Senior Advisor – Philanthropy and International Alumni Relations
Member of AFP

humeyra-a.karsli@hec.ca
514 340-7735

The HEC Montréal Foundation’s CRA registration number is 118924158 RR0001.

Alumni + Foundation > Give now > Planned giving > Gifts of life insurance > Donation of a new life insurance policy