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Life insurance to replace gift
—wealth replacement

Life Insurance to Replace Gift.png

How it works

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

More Information

Contact Us

University of Rochester
Office of Trusts, Estates & Gift Planning
Box 278799
Rochester, NY 14627-8799
Federal Tax ID Number: 16-0743209

 

1-800-MELIORA (1-800-635-4672)
Phone: (585) 275-8894
Fax: (585) 276-1986
E-mail: giftplanning@rochester.edu

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