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Life Insurance to Replace Gift—Wealth Replacement

Diagram Description

Life Insurance to Replace Gift Diagram

How It Works

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

More Information

Request an eBrochure

Request an eBrochure with more information about this gift.

Which Gift Is Right for You?

Find out which gifts match you best with our Life Stage Gift Planner™.

Contact Us

Tom Burnham
Director of Gift and Legacy Planning
845-575-3942
Email: Tom.Burnham@marist.edu

 

Marist University
3399 North Road
Fontaine Hall 018
Poughkeepsie, NY 12601

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  • Gift and Legacy Planning
  • How to Give
  • What to Give
  • Compare Gift Options
  • Scholarships
  • Donor Impact Stories
  • Student and Alumni Stories
  • Marist Legacy Society
  • Bequest Language
  • Request a Calculation
  • Life Stage Gift Planner™
  • Featured Blog Post
  • How Do We Use Your Gifts?
  • Glossary
  • Contact Us
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