Life insurance to replace gift—wealth replacement
How it works
- You make a gift to Rochester
- You give the tax savings from the charitable deduction to your children
- Your children purchase an insurance policy on your life with the tax savings
- 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
Request an eBrochure
Which gift is right for you?
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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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