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Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram

How It Works

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

More Information

Contact Us

Martin Dean, Associate Director
267-405-7458
Martin.Dean@germantownacademy.org

 

Germantown Academy
340 Morris Road
Fort Washington, PA 19034

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