Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram

How It Works

  1. You make a gift to UA 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 UA Foundation without diminishing the amount your family will receive
  • Your tax savings finance this life insurance policy

More Information

Contact Us

Toll Free: (800) 845-4877
Phone: (520) 621-1993
Fax: (520) 626-7800
Email: plangift@al.arizona.edu

 

The University of Arizona Foundation
Office of Gift Planning
1111 N. Cherry Avenue
P.O. Box 210109
Tucson, AZ 85721-0109

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