Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram

How It Works

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

More Information

Contact Us

UCS Planned Giving Office
Tracy Donahoe
Samantha Akiha
Eric St. Jacques

 

2 Brattle Square
Cambridge MA 02138
(617) 301-8095
plannedgiving@ucsusa.org

UCS Tax ID #: 04-2535767

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