Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram

How It Works

  1. You make a gift to St. Ann's Foundation
  2. You give the tax savings from the charitable deduction to your children
  3. Your children purchase an insurance policy on your life with the tax savings
  4. Your children will receive the proceeds upon your death

Benefits

  • You can make a significant gift to St. Ann's Foundation without diminishing the amount your family will receive
  • Your tax savings finance this life insurance policy

More Information

Contact Us

Cati Pulver
Director of Development
585-697-6320
cpulver@mystanns.com

Jodi Revill
Vice President and Chief Development Officer
585-697-6516
jrevill@mystanns.com

 

St. Ann’s Foundation
1500 Portland Avenue
Rochester, NY 14621

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer

navigate to top