Life Insurance to Replace Gift—Wealth Replacement

How It Works
- You make a gift to Utah
- You give the tax savings from the charitable deduction to your children
- Your children purchase an insurance policy on your life with the tax savings
- Your children will receive the proceeds upon your death
Benefits
- You can make a significant gift to Utah without diminishing the amount your family will receive
- Your tax savings finance this life insurance policy
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Which Gift Is Right for You?
Contact Us
Jessica Nelson, J.D.
Senior Director of Legacy Giving
jessica.nelson@utah.edu
Tiffany Lopez, J.D.
Director of Legacy Giving
tiffany.lopez@utah.edu
Ann Morse, J.D.
Director of Legacy Giving
ann.morse@hsc.utah.edu
801-581-6824
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