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Life insurance to replace gift—wealth replacement

Life Insurance to Replace Gift Diagram. Description of image is listed below.

How it works

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

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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Imagine Your Legacy

Address for US Mail:
University of Rochester
Box 278799
Rochester, NY 14627-8799

Address for deliveries requiring a signature:
(FedEx, UPS, etc...)

University of Rochester
Office of Trusts, Estates & Gift Planning
300 East River Road, #117
Rochester, NY 14623

Phone: (800) MELIORA - (585) 275-8894
Fax: (585) 276-1986
Email: giftplanning@rochester.edu

University of Rochester
Federal Tax ID# 16-0743209