Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram

How It Works

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

More Information

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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